+4,681.2%
DELL vs LPLA
+1,335.4%
+3,345.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | -3.1% | +17.9% | +16.3% |
| 30D | +13.3% | -0.1% | +13.4% | +13.4% |
| 3M | +24.4% | +23.2% | +1.2% | +14.1% |
| 6M | +258.0% | +15.5% | +242.5% | +234.0% |
| YTD | +320.2% | +0.9% | +319.3% | +310.1% |
| 1Y | +319.1% | +0.2% | +318.9% | +307.7% |
| 3Y | +706.5% | +55.2% | +651.3% | +553.7% |
| 5Y | +1,071.9% | +145.4% | +926.5% | +664.9% |
| 10Y | +4,683.5% | +1,229.7% | +3,453.8% | +1,898.7% |
| All | +4,681.2% | +1,335.4% | +3,345.8% | +1,861.6% |
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