+358.3%
DELL vs LPLA
+3.8%
+354.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.9% | +10.1% | +11.7% |
| 7D | +8.2% | -1.5% | +9.8% | +8.4% |
| 30D | +17.1% | -6.0% | +23.1% | +18.0% |
| 3M | +45.2% | +24.0% | +21.1% | +41.1% |
| 6M | +286.8% | +17.0% | +269.8% | +273.1% |
| YTD | +354.8% | -0.7% | +355.5% | +352.8% |
| 1Y | +358.3% | +2.1% | +356.1% | +355.0% |
| All | +358.3% | +3.8% | +354.5% | +355.0% |
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