+147.9%
OXY vs LPLA
+147.5%
+0.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.1% |
| 7D | +2.8% | -1.5% | +4.4% | +3.2% |
| 30D | +5.5% | -6.0% | +11.5% | +6.9% |
| 3M | +11.3% | +24.0% | -12.7% | +5.2% |
| 6M | +11.6% | +17.0% | -5.4% | +6.5% |
| YTD | +51.6% | -0.7% | +52.2% | +50.1% |
| 1Y | +36.2% | +2.1% | +34.1% | +33.3% |
| 3Y | +1.7% | +48.7% | -47.0% | -12.2% |
| All | +147.9% | +147.5% | +0.4% | +41.2% |
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