+1,320.7%
EAT vs LPLA
+1,099.8%
+220.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.4% | -4.8% | -3.0% |
| 7D | -3.9% | +2.3% | -6.2% | -4.9% |
| 30D | +5.0% | -7.7% | +12.7% | +7.1% |
| 3M | -9.6% | -15.7% | +6.1% | -4.4% |
| 6M | +46.8% | +0.8% | +45.9% | +41.4% |
| YTD | +41.8% | -14.2% | +56.0% | +45.7% |
| 1Y | +98.3% | -17.9% | +116.2% | +107.1% |
| 3Y | +503.1% | +36.1% | +467.0% | +366.6% |
| 5Y | +356.7% | +90.3% | +266.3% | +181.7% |
| 10Y | +349.8% | +841.0% | -491.2% | +53.2% |
| All | +1,320.7% | +1,099.8% | +220.9% | +285.8% |
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