+1,507.0%
EAT vs LPLA
+1,311.2%
+195.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | 0.0% | -3.1% | +3.1% | +1.4% |
| 30D | +1.9% | -0.1% | +2.0% | +1.9% |
| 3M | +68.7% | +23.2% | +45.4% | +52.0% |
| 6M | +66.9% | +15.5% | +51.4% | +53.6% |
| YTD | +60.4% | +0.9% | +59.5% | +56.3% |
| 1Y | +44.0% | +0.2% | +43.8% | +38.9% |
| 3Y | +604.7% | +55.2% | +549.5% | +424.5% |
| 5Y | +347.0% | +145.4% | +201.6% | +148.4% |
| 10Y | +390.8% | +1,229.7% | -838.9% | +52.8% |
| All | +1,507.0% | +1,311.2% | +195.7% | +314.0% |
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 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