+143.3%
DELL vs LPLA
-16.5%
+159.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.6% | -13.5% | -9.3% |
| 7D | -24.6% | +15.7% | -40.3% | -26.4% |
| 30D | -32.5% | -6.2% | -26.3% | -31.4% |
| 3M | -20.2% | -12.0% | -8.2% | -17.8% |
| 6M | +76.5% | -2.7% | +79.2% | +75.3% |
| YTD | +198.9% | -12.5% | +211.5% | +199.8% |
| 1Y | +143.3% | -16.5% | +159.9% | +153.8% |
| All | +143.3% | -16.5% | +159.8% | +153.8% |
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