+904.9%
OKE vs LPLA
+1,273.0%
-368.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | -0.2% | -1.5% | +1.4% | +0.4% |
| 30D | +6.1% | -6.0% | +12.0% | +8.7% |
| 3M | +10.4% | +21.4% | -10.9% | +0.7% |
| 6M | +14.2% | +12.1% | +2.1% | +6.7% |
| YTD | +35.3% | -1.8% | +37.2% | +32.7% |
| 1Y | +40.6% | +3.2% | +37.4% | +33.6% |
| 3Y | +72.2% | +45.9% | +26.3% | +34.0% |
| 5Y | +139.6% | +144.7% | -5.0% | +36.1% |
| 10Y | +259.1% | +1,222.4% | -963.3% | +7.7% |
| All | +904.9% | +1,273.0% | -368.1% | +180.8% |
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 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