+126.7%
WFC vs LPLA
+143.6%
-16.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -1.1% |
| 7D | +1.1% | -2.1% | +3.1% | +2.0% |
| 30D | +0.8% | -3.3% | +4.2% | +2.2% |
| 3M | +9.3% | +23.5% | -14.3% | -0.8% |
| 6M | +10.6% | +12.0% | -1.4% | +4.1% |
| YTD | -4.1% | -1.7% | -2.4% | -4.7% |
| 1Y | +13.6% | +3.2% | +10.3% | +9.6% |
| 3Y | +130.7% | +46.2% | +84.5% | +84.8% |
| 5Y | +126.7% | +144.9% | -18.2% | +27.9% |
| All | +126.7% | +143.6% | -16.9% | +27.9% |
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