+197.9%
WEC vs LPLA
+758.1%
-560.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +2.3% | -0.9% | +3.3% | +2.4% |
| 30D | +11.1% | -9.5% | +20.6% | +11.4% |
| 3M | +8.4% | -21.9% | +30.3% | +9.3% |
| 6M | +7.5% | -2.6% | +10.1% | +7.4% |
| YTD | +15.3% | -17.8% | +33.1% | +15.9% |
| 1Y | +9.7% | -21.2% | +30.9% | +10.4% |
| 3Y | +64.7% | +30.6% | +34.0% | +60.7% |
| 5Y | +57.3% | +81.3% | -24.1% | +48.6% |
| All | +197.9% | +758.1% | -560.2% | +171.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling