-14.9%
DPZ vs LPLA
-20.6%
+5.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -2.0% |
| 7D | +6.6% | +4.1% | +2.4% | +6.2% |
| 30D | +10.3% | -9.0% | +19.3% | +10.8% |
| 3M | -6.2% | -17.6% | +11.5% | -5.1% |
| 6M | +4.2% | -8.8% | +13.1% | +4.6% |
| YTD | -18.4% | -17.0% | -1.4% | -17.5% |
| 1Y | -14.9% | -20.4% | +5.5% | -13.9% |
| All | -14.9% | -20.6% | +5.6% | -13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling