+485.8%
DKS vs LPLA
+1,311.2%
-825.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +3.0% | -3.1% | +6.1% | +4.1% |
| 30D | -30.5% | -0.1% | -30.5% | -30.4% |
| 3M | -35.7% | +23.2% | -58.9% | -40.5% |
| 6M | -29.7% | +15.5% | -45.2% | -33.8% |
| YTD | -28.9% | +0.9% | -29.7% | -30.1% |
| 1Y | -35.9% | +0.2% | -36.0% | -37.3% |
| 3Y | +28.2% | +55.2% | -27.1% | +3.8% |
| 5Y | +11.8% | +145.4% | -133.6% | -26.1% |
| 10Y | +211.6% | +1,229.7% | -1,018.0% | +17.1% |
| All | +485.8% | +1,311.2% | -825.4% | +86.6% |
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