+1,196.0%
ETN vs LPLA
+1,275.5%
-79.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.3% | +3.7% |
| 7D | +8.0% | -2.1% | +10.1% | +8.9% |
| 30D | -5.9% | -3.3% | -2.6% | -4.8% |
| 3M | +5.0% | +23.5% | -18.6% | -3.9% |
| 6M | +22.4% | +12.0% | +10.4% | +15.5% |
| YTD | +33.6% | -1.7% | +35.3% | +31.8% |
| 1Y | +22.1% | +3.2% | +18.9% | +17.4% |
| 3Y | +85.6% | +46.2% | +39.4% | +51.2% |
| 5Y | +179.2% | +144.9% | +34.3% | +74.8% |
| 10Y | +687.3% | +1,195.1% | -507.8% | +150.2% |
| All | +1,196.0% | +1,275.5% | -79.5% | +244.3% |
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