+67.3%
DVN vs LPLA
+1,251.7%
-1,184.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.7% |
| 7D | +4.5% | -1.5% | +6.1% | +5.4% |
| 30D | +12.0% | -6.0% | +18.0% | +15.7% |
| 3M | +13.4% | +24.0% | -10.6% | -1.5% |
| 6M | +12.1% | +17.0% | -4.9% | -0.7% |
| YTD | +38.8% | -0.7% | +39.5% | +33.6% |
| 1Y | +46.0% | +2.1% | +43.9% | +36.4% |
| 3Y | +9.5% | +48.7% | -39.2% | -25.0% |
| 5Y | +125.3% | +151.2% | -26.0% | -4.4% |
| All | +67.3% | +1,251.7% | -1,184.4% | -69.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling