+712.9%
DECK vs LPLA
+1,311.2%
-598.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.2% | -3.1% | +0.8% | -1.1% |
| 30D | -13.6% | -0.1% | -13.5% | -13.6% |
| 3M | -21.2% | +23.2% | -44.5% | -27.6% |
| 6M | -21.1% | +15.5% | -36.6% | -26.2% |
| YTD | -17.2% | +0.9% | -18.1% | -19.1% |
| 1Y | -30.7% | +0.2% | -30.9% | -32.6% |
| 3Y | -3.4% | +55.2% | -58.6% | -23.0% |
| 5Y | +25.5% | +145.4% | -119.9% | -19.8% |
| 10Y | +714.7% | +1,229.7% | -515.0% | +175.6% |
| All | +712.9% | +1,311.2% | -598.4% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling