+172.2%
CVX vs LPLA
+145.5%
+26.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.0% | -1.5% | +2.5% | +1.3% |
| 30D | +10.7% | -6.0% | +16.6% | +12.0% |
| 3M | +15.5% | +21.4% | -5.9% | +10.4% |
| 6M | +14.9% | +12.1% | +2.8% | +11.3% |
| YTD | +44.2% | -1.8% | +46.0% | +43.4% |
| 1Y | +43.5% | +3.2% | +40.3% | +40.5% |
| 3Y | +45.0% | +45.9% | -1.0% | +27.9% |
| 5Y | +172.2% | +144.7% | +27.5% | +96.3% |
| All | +172.2% | +145.5% | +26.6% | +96.3% |
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