+2,571.5%
DXCM vs LPLA
+1,060.6%
+1,510.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.8% | -4.2% | -5.4% |
| 7D | -3.5% | +4.1% | -7.6% | -4.6% |
| 30D | -5.8% | -9.0% | +3.2% | -3.4% |
| 3M | -4.3% | -17.6% | +13.3% | +0.8% |
| 6M | +31.6% | -8.8% | +40.4% | +33.7% |
| YTD | +19.6% | -17.0% | +36.7% | +24.1% |
| 1Y | +36.9% | -20.4% | +57.3% | +43.8% |
| 3Y | -16.3% | +35.4% | -51.7% | -27.6% |
| 5Y | -50.0% | +79.7% | -129.8% | -62.0% |
| 10Y | +413.2% | +915.0% | -501.8% | +93.7% |
| All | +2,571.5% | +1,060.6% | +1,510.9% | +722.2% |
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 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