+636.6%
TRGP vs LPLA
+145.5%
+491.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -0.7% | -1.5% | +0.8% | -0.2% |
| 30D | +9.5% | -6.0% | +15.4% | +11.5% |
| 3M | +10.8% | +21.4% | -10.6% | +3.1% |
| 6M | +25.3% | +12.1% | +13.3% | +19.0% |
| YTD | +60.3% | -1.8% | +62.1% | +58.4% |
| 1Y | +84.6% | +3.2% | +81.3% | +78.0% |
| 3Y | +264.4% | +45.9% | +218.4% | +204.4% |
| 5Y | +636.6% | +144.7% | +491.9% | +358.4% |
| All | +636.6% | +145.5% | +491.0% | +358.4% |
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