+2,174.7%
TRGP vs LPLA
+1,231.1%
+943.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +0.8% | -3.1% | +3.8% | +2.4% |
| 30D | +11.5% | -0.1% | +11.6% | +11.3% |
| 3M | +9.0% | +23.2% | -14.2% | -3.4% |
| 6M | +20.5% | +15.5% | +5.0% | +9.1% |
| YTD | +59.5% | +0.9% | +58.6% | +53.1% |
| 1Y | +77.9% | +0.2% | +77.7% | +69.7% |
| 3Y | +253.6% | +55.2% | +198.4% | +153.3% |
| 5Y | +615.5% | +145.4% | +470.0% | +264.4% |
| 10Y | +897.1% | +1,229.7% | -332.5% | +150.2% |
| All | +2,174.7% | +1,231.1% | +943.6% | +437.0% |
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