+31.5%
DLTR vs LPLA
+142.4%
-110.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -9.4% | -3.7% | -5.8% | -9.0% |
| 30D | -7.3% | -6.4% | -1.0% | -6.5% |
| 3M | +7.6% | +20.2% | -12.6% | +4.6% |
| 6M | +1.6% | +12.8% | -11.3% | -0.5% |
| YTD | -3.5% | -2.5% | -1.0% | -3.5% |
| 1Y | +20.0% | +1.9% | +18.1% | +19.1% |
| 3Y | +2.3% | +45.0% | -42.7% | -5.1% |
| 5Y | +31.5% | +146.6% | -115.1% | -0.6% |
| All | +31.5% | +142.4% | -110.9% | -0.6% |
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 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