+396.7%
EOG vs LPLA
+1,049.8%
-653.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +7.6% | -0.9% | +8.5% | +7.9% |
| 30D | +3.4% | -9.5% | +12.9% | +6.1% |
| 3M | +12.7% | -21.9% | +34.6% | +21.8% |
| 6M | +19.0% | -2.6% | +21.6% | +17.3% |
| YTD | +55.6% | -17.8% | +73.4% | +61.1% |
| 1Y | +49.5% | -21.2% | +70.7% | +57.2% |
| 3Y | +43.2% | +30.6% | +12.5% | +16.9% |
| 5Y | +111.8% | +81.3% | +30.5% | +42.9% |
| 10Y | +140.4% | +773.9% | -633.6% | -12.2% |
| All | +396.7% | +1,049.8% | -653.1% | +39.4% |
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 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