+2,295.2%
WDC vs LPLA
+1,311.2%
+984.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.0% |
| 7D | +1.7% | -3.1% | +4.8% | +3.1% |
| 30D | -10.0% | -0.1% | -9.9% | -10.1% |
| 3M | -18.8% | +23.2% | -42.0% | -26.5% |
| 6M | +79.0% | +15.5% | +63.5% | +64.8% |
| YTD | +171.6% | +0.9% | +170.7% | +165.9% |
| 1Y | +417.4% | +0.2% | +417.2% | +406.4% |
| 3Y | +1,251.8% | +55.2% | +1,196.6% | +962.0% |
| 5Y | +911.7% | +145.4% | +766.3% | +518.6% |
| 10Y | +1,399.6% | +1,229.7% | +170.0% | +368.3% |
| All | +2,295.2% | +1,311.2% | +984.0% | +544.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling