+408.5%
WDC vs LPLA
+3.5%
+405.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +7.5% | -1.5% | +9.0% | +8.0% |
| 30D | +10.1% | -6.0% | +16.0% | +12.3% |
| 3M | -6.8% | +21.4% | -28.2% | -15.2% |
| 6M | +84.1% | +12.1% | +72.1% | +73.1% |
| YTD | +180.3% | -1.8% | +182.1% | +194.2% |
| All | +408.5% | +3.5% | +405.0% | +421.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling