+8.3%
DUK vs LPLA
-16.5%
+24.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +2.6% |
| 7D | +4.9% | +15.7% | -10.8% | +5.7% |
| 30D | +13.8% | -6.2% | +20.0% | +13.1% |
| 3M | +5.2% | -12.0% | +17.2% | +3.9% |
| 6M | +3.5% | -2.7% | +6.2% | +3.4% |
| YTD | +13.5% | -12.5% | +26.0% | +12.6% |
| 1Y | +8.3% | -16.5% | +24.8% | +6.4% |
| All | +8.3% | -16.5% | +24.8% | +6.4% |
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