+231.7%
LNG vs LPLA
+142.4%
+89.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.8% |
| 7D | -4.5% | -3.7% | -0.8% | -3.7% |
| 30D | +4.7% | -6.4% | +11.0% | +6.1% |
| 3M | +15.1% | +20.2% | -5.0% | +10.2% |
| 6M | +13.6% | +12.8% | +0.7% | +9.8% |
| YTD | +44.0% | -2.5% | +46.5% | +43.4% |
| 1Y | +18.4% | +1.9% | +16.4% | +16.0% |
| 3Y | +75.9% | +45.0% | +30.9% | +55.6% |
| 5Y | +231.7% | +146.6% | +85.1% | +142.6% |
| All | +231.7% | +142.4% | +89.3% | +142.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling