+706.7%
ETN vs LPLA
+1,251.7%
-545.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.2% |
| 7D | +3.5% | -1.5% | +5.1% | +4.2% |
| 30D | -7.5% | -6.0% | -1.5% | -5.2% |
| 3M | +8.3% | +24.0% | -15.7% | -1.5% |
| 6M | +20.2% | +17.0% | +3.2% | +10.9% |
| YTD | +34.7% | -0.7% | +35.3% | +32.1% |
| 1Y | +19.4% | +2.1% | +17.3% | +15.1% |
| 3Y | +85.5% | +48.7% | +36.8% | +46.9% |
| 5Y | +186.6% | +151.2% | +35.4% | +65.7% |
| All | +706.7% | +1,251.7% | -545.0% | +142.8% |
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