+271.9%
ENB vs LPLA
+1,049.8%
-777.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +3.1% | -0.9% | +4.1% | +3.3% |
| 30D | +2.1% | -9.5% | +11.6% | +3.9% |
| 3M | -4.4% | -21.9% | +17.4% | +0.3% |
| 6M | -10.1% | -2.6% | -7.4% | -10.6% |
| YTD | +5.2% | -17.8% | +23.0% | +7.7% |
| 1Y | +4.2% | -21.2% | +25.4% | +7.7% |
| 3Y | +70.1% | +30.6% | +39.5% | +48.8% |
| 5Y | +59.4% | +81.3% | -21.9% | +22.0% |
| 10Y | +109.5% | +773.9% | -664.4% | +2.2% |
| All | +271.9% | +1,049.8% | -777.9% | +61.7% |
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