+59.3%
ENB vs LPLA
+80.3%
-21.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +3.1% | -0.9% | +4.1% | +3.2% |
| 30D | +2.1% | -9.5% | +11.6% | +2.7% |
| 3M | -4.4% | -21.9% | +17.4% | -2.8% |
| 6M | -10.1% | -2.6% | -7.4% | -10.2% |
| YTD | +5.2% | -17.8% | +23.0% | +6.3% |
| 1Y | +4.2% | -21.2% | +25.4% | +5.7% |
| 3Y | +70.1% | +30.6% | +39.5% | +59.3% |
| All | +59.3% | +80.3% | -21.0% | +37.4% |
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