+567.0%
WDC vs LPLA
+80.3%
+486.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | +12.1% | -0.9% | +13.0% | +12.4% |
| 30D | -18.8% | -9.5% | -9.3% | -16.6% |
| 3M | -39.3% | -21.9% | -17.4% | -34.4% |
| 6M | -40.1% | -2.6% | -37.5% | -41.2% |
| YTD | +71.8% | -17.8% | +89.6% | +80.5% |
| 1Y | +88.5% | -21.2% | +109.6% | +101.8% |
| 3Y | +770.0% | +30.6% | +739.4% | +656.3% |
| All | +567.0% | +80.3% | +486.7% | +354.6% |
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