+328.7%
DINO vs LPLA
+145.5%
+183.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +2.0% | -1.5% | +3.5% | +2.4% |
| 30D | +27.7% | -6.0% | +33.7% | +30.0% |
| 3M | +56.3% | +21.4% | +34.9% | +46.6% |
| 6M | +107.6% | +12.1% | +95.5% | +97.8% |
| YTD | +140.2% | -1.8% | +142.0% | +137.9% |
| 1Y | +113.0% | +3.2% | +109.8% | +105.8% |
| 3Y | +100.1% | +45.9% | +54.1% | +65.4% |
| 5Y | +328.7% | +144.7% | +184.1% | +164.9% |
| All | +328.7% | +145.5% | +183.2% | +164.9% |
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