+992.6%
WDC vs LPLA
+143.6%
+848.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.7% | +3.1% |
| 7D | +6.0% | -2.1% | +8.1% | +6.8% |
| 30D | +9.9% | -3.3% | +13.3% | +11.2% |
| 3M | -9.4% | +23.5% | -32.9% | -17.7% |
| 6M | +94.7% | +12.0% | +82.7% | +82.6% |
| YTD | +177.4% | -1.7% | +179.0% | +176.0% |
| 1Y | +412.6% | +3.2% | +409.4% | +400.1% |
| 3Y | +1,359.8% | +46.2% | +1,313.6% | +1,123.1% |
| 5Y | +992.6% | +144.9% | +847.7% | +556.0% |
| All | +992.6% | +143.6% | +848.9% | +556.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling