+17.7%
DBX vs LPLA
+408.3%
-390.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -3.3% | -0.9% | -2.3% | -3.1% |
| 30D | -5.9% | -9.5% | +3.6% | -3.8% |
| 3M | -6.7% | -21.9% | +15.2% | -0.6% |
| 6M | +28.0% | -2.6% | +30.6% | +27.5% |
| YTD | +20.6% | -17.8% | +38.4% | +24.9% |
| 1Y | +10.3% | -21.2% | +31.5% | +15.4% |
| 3Y | +24.0% | +30.6% | -6.6% | +7.2% |
| 5Y | +24.2% | +81.3% | -57.1% | -7.7% |
| All | +17.7% | +408.3% | -390.6% | -49.3% |
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