+119.0%
EOG vs LPLA
+1,226.8%
-1,107.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +1.0% | -3.7% | +4.7% | +2.6% |
| 30D | +2.8% | -6.4% | +9.2% | +5.5% |
| 3M | +5.9% | +20.2% | -14.3% | -2.8% |
| 6M | +17.1% | +12.8% | +4.2% | +9.2% |
| YTD | +43.9% | -2.5% | +46.4% | +41.5% |
| 1Y | +26.9% | +1.9% | +24.9% | +21.2% |
| 3Y | +23.6% | +45.0% | -21.4% | -4.6% |
| 5Y | +178.1% | +146.6% | +31.5% | +52.7% |
| All | +119.0% | +1,226.8% | -1,107.8% | -33.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling