+31.7%
WEC vs LPLA
+143.6%
-111.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.5% | +3.6% | +1.0% |
| 7D | +0.8% | -2.1% | +2.9% | +0.8% |
| 30D | +0.3% | -3.3% | +3.7% | +0.3% |
| 3M | -2.9% | +23.5% | -26.5% | -2.5% |
| 6M | -5.9% | +12.0% | -17.9% | -5.6% |
| YTD | +4.1% | -1.7% | +5.8% | +4.4% |
| 1Y | +3.1% | +3.2% | -0.1% | +3.4% |
| 3Y | +40.8% | +46.2% | -5.4% | +42.0% |
| 5Y | +31.7% | +144.9% | -113.2% | +37.7% |
| All | +31.7% | +143.6% | -111.9% | +37.7% |
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