-53.6%
DUOL vs LPLA
+3.8%
-57.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.6% |
| 7D | -7.0% | -1.5% | -5.4% | -6.5% |
| 30D | +6.7% | -6.0% | +12.7% | +8.9% |
| 3M | +16.0% | +24.0% | -8.0% | +7.6% |
| 6M | +45.4% | +17.0% | +28.4% | +35.4% |
| YTD | -18.1% | -0.7% | -17.5% | -20.2% |
| 1Y | -53.6% | +2.1% | -55.7% | -54.5% |
| All | -53.6% | +3.8% | -57.3% | -54.5% |
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 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