+90.4%
ENB vs LPLA
+1,226.8%
-1,136.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.2% | -3.7% |
| 7D | -4.6% | -3.7% | -0.9% | -3.7% |
| 30D | -5.2% | -6.4% | +1.2% | -3.7% |
| 3M | -13.4% | +20.2% | -33.6% | -17.6% |
| 6M | -7.8% | +12.8% | -20.7% | -11.4% |
| YTD | +4.9% | -2.5% | +7.4% | +4.0% |
| 1Y | +3.2% | +1.9% | +1.3% | +0.6% |
| 3Y | +71.0% | +45.0% | +26.0% | +44.5% |
| 5Y | +64.0% | +146.6% | -82.6% | +8.8% |
| All | +90.4% | +1,226.8% | -1,136.4% | -20.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling