-14.1%
DECK vs LPLA
+38.6%
-52.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.6% |
| 7D | +6.0% | +7.6% | -1.6% | +4.1% |
| 30D | +7.4% | -9.5% | +16.9% | +9.8% |
| 3M | -11.7% | -16.3% | +4.7% | -7.9% |
| 6M | -11.0% | -8.0% | -3.0% | -9.6% |
| YTD | -15.4% | -15.5% | +0.2% | -12.6% |
| 1Y | +7.2% | -19.4% | +26.6% | +12.3% |
| All | -14.1% | +38.6% | -52.7% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling