+2,899.3%
DPZ vs LPLA
+1,311.2%
+1,588.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -2.5% | -3.1% | +0.5% | -2.1% |
| 30D | -7.0% | -0.1% | -6.9% | -7.0% |
| 3M | +11.6% | +23.2% | -11.6% | +8.1% |
| 6M | -15.2% | +15.5% | -30.7% | -17.3% |
| YTD | -17.2% | +0.9% | -18.1% | -17.9% |
| 1Y | -24.8% | +0.2% | -25.0% | -25.6% |
| 3Y | -8.7% | +55.2% | -63.9% | -16.6% |
| 5Y | -28.9% | +145.4% | -174.3% | -40.7% |
| 10Y | +153.6% | +1,229.7% | -1,076.0% | +49.1% |
| All | +2,899.3% | +1,311.2% | +1,588.0% | +1,491.5% |
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