+25.4%
DKS vs LPLA
+80.3%
-55.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | +6.3% | -0.9% | +7.2% | +6.7% |
| 30D | +9.3% | -9.5% | +18.8% | +12.5% |
| 3M | -25.3% | -21.9% | -3.4% | -19.5% |
| 6M | -29.2% | -2.6% | -26.6% | -29.3% |
| YTD | -22.7% | -17.8% | -4.9% | -19.1% |
| 1Y | -30.1% | -21.2% | -8.9% | -25.7% |
| 3Y | +45.6% | +30.6% | +15.0% | +25.9% |
| All | +25.4% | +80.3% | -55.0% | -10.8% |
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 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