+144.7%
LPLA vs EVRG
+44.9%
+99.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | -0.1% |
| 7D | -1.5% | +0.6% | -2.1% | -1.6% |
| 30D | -6.0% | -0.2% | -5.7% | -6.0% |
| 3M | +21.4% | -0.5% | +21.8% | +21.3% |
| 6M | +12.1% | +0.2% | +11.9% | +11.9% |
| YTD | -1.8% | +14.9% | -16.7% | -3.7% |
| 1Y | +3.2% | +18.2% | -15.0% | +0.6% |
| 3Y | +45.9% | +70.2% | -24.2% | +36.0% |
| 5Y | +144.7% | +45.3% | +99.3% | +137.2% |
| All | +144.7% | +44.9% | +99.7% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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