+271.6%
TRGP vs LPLA
+29.3%
+242.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.6% | +2.3% |
| 7D | +9.0% | -2.8% | +11.8% | +9.7% |
| 30D | +1.5% | -10.2% | +11.7% | +3.6% |
| 3M | +10.7% | -22.3% | +33.0% | +17.5% |
| 6M | +17.1% | -0.5% | +17.6% | +15.0% |
| YTD | +63.6% | -17.9% | +81.5% | +69.1% |
| 1Y | +77.0% | -22.0% | +99.0% | +86.5% |
| All | +271.6% | +29.3% | +242.3% | +235.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling