+508.6%
TRGP vs LPLA
+81.8%
+426.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.6% | +2.4% |
| 7D | +9.0% | -2.8% | +11.8% | +9.9% |
| 30D | +1.5% | -10.2% | +11.7% | +4.0% |
| 3M | +10.7% | -22.3% | +33.0% | +18.6% |
| 6M | +17.1% | -0.5% | +17.6% | +14.8% |
| YTD | +63.6% | -17.9% | +81.5% | +69.3% |
| 1Y | +77.0% | -22.0% | +99.0% | +86.6% |
| 3Y | +273.2% | +29.4% | +243.8% | +220.5% |
| 5Y | +508.6% | +81.2% | +427.4% | +333.6% |
| All | +508.6% | +81.8% | +426.8% | +333.6% |
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