+62.1%
DAL vs LPLA
-16.5%
+78.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.6% | +2.5% | +5.9% |
| 7D | +11.1% | +15.7% | -4.6% | +7.1% |
| 30D | +7.7% | -6.2% | +13.9% | +9.0% |
| 3M | -3.5% | -12.0% | +8.5% | -0.8% |
| 6M | +31.3% | -2.7% | +34.1% | +32.7% |
| YTD | +30.0% | -12.5% | +42.5% | +36.5% |
| 1Y | +62.1% | -16.5% | +78.6% | +76.8% |
| All | +62.1% | -16.5% | +78.6% | +76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling