+113.0%
DAL vs LPLA
+81.6%
+31.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.1% | -3.8% |
| 7D | +1.4% | -2.9% | +4.3% | +2.8% |
| 30D | +9.1% | -10.2% | +19.3% | +13.9% |
| 3M | -3.5% | -22.3% | +18.9% | +7.3% |
| 6M | +23.4% | -0.6% | +23.9% | +21.0% |
| YTD | +26.0% | -17.9% | +44.0% | +34.4% |
| 1Y | +44.6% | -22.1% | +66.8% | +58.2% |
| 3Y | +162.7% | +29.3% | +133.4% | +116.0% |
| 5Y | +113.0% | +81.0% | +31.9% | +23.1% |
| All | +113.0% | +81.6% | +31.4% | +23.1% |
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