+8.7%
DBX vs LPLA
-23.1%
+31.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +1.4% |
| 7D | -6.3% | -2.8% | -3.5% | -6.1% |
| 30D | -5.9% | -10.2% | +4.3% | -4.8% |
| 3M | -0.4% | -22.3% | +21.9% | +2.2% |
| 6M | +29.8% | -0.5% | +30.3% | +30.6% |
| YTD | +20.5% | -17.9% | +38.4% | +22.6% |
| 1Y | +8.7% | -22.0% | +30.7% | +9.0% |
| All | +8.7% | -23.1% | +31.8% | +9.0% |
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