+285.2%
ENB vs LPLA
+1,311.2%
-1,026.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | -0.2% | -3.1% | +2.8% | +0.5% |
| 30D | -2.2% | -0.1% | -2.2% | -2.3% |
| 3M | -10.5% | +23.2% | -33.7% | -15.1% |
| 6M | -5.1% | +15.5% | -20.6% | -9.0% |
| YTD | +9.0% | +0.9% | +8.1% | +7.2% |
| 1Y | +8.2% | +0.2% | +8.0% | +6.1% |
| 3Y | +67.8% | +55.2% | +12.5% | +42.1% |
| 5Y | +69.4% | +145.4% | -76.1% | +20.8% |
| 10Y | +117.5% | +1,229.7% | -1,112.1% | -2.4% |
| All | +285.2% | +1,311.2% | -1,026.0% | +61.0% |
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