+19.1%
DBX vs LPLA
+93.2%
-74.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.8% |
| 7D | -7.3% | +3.6% | -11.0% | -8.1% |
| 30D | -5.7% | -6.8% | +1.1% | -4.6% |
| 3M | -6.3% | -17.0% | +10.7% | -2.6% |
| 6M | +12.1% | +1.8% | +10.3% | +10.8% |
| YTD | +16.5% | -13.4% | +29.9% | +18.8% |
| 1Y | +6.1% | -17.5% | +23.6% | +9.3% |
| 3Y | +21.8% | +36.5% | -14.7% | +5.8% |
| 5Y | +19.1% | +92.6% | -73.5% | -16.2% |
| All | +19.1% | +93.2% | -74.1% | -16.2% |
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