+1,106.2%
DELL vs LPLA
+145.5%
+960.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | +8.7% | -1.5% | +10.3% | +9.4% |
| 30D | +16.9% | -6.0% | +22.9% | +19.7% |
| 3M | +40.4% | +21.4% | +19.1% | +29.6% |
| 6M | +267.1% | +12.1% | +255.0% | +246.2% |
| YTD | +329.1% | -1.8% | +330.9% | +323.7% |
| 1Y | +346.9% | +3.2% | +343.7% | +329.6% |
| 3Y | +696.6% | +45.9% | +650.7% | +563.8% |
| 5Y | +1,106.2% | +144.7% | +961.5% | +675.1% |
| All | +1,106.2% | +145.5% | +960.6% | +675.1% |
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