+124.3%
DVN vs LPLA
+142.4%
-18.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.4% |
| 7D | +2.5% | -3.7% | +6.2% | +3.8% |
| 30D | +10.2% | -6.4% | +16.5% | +12.5% |
| 3M | +8.1% | +20.2% | -12.1% | +0.5% |
| 6M | +15.9% | +12.8% | +3.0% | +9.3% |
| YTD | +38.2% | -2.5% | +40.7% | +36.8% |
| 1Y | +44.5% | +1.9% | +42.5% | +39.4% |
| 3Y | +5.1% | +45.0% | -39.8% | -14.4% |
| 5Y | +124.3% | +146.6% | -22.3% | +17.0% |
| All | +124.3% | +142.4% | -18.1% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling