+2,233.0%
TRGP vs LPLA
+983.8%
+1,249.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.6% | +3.1% |
| 7D | +9.0% | -2.8% | +11.8% | +10.5% |
| 30D | +1.5% | -10.2% | +11.7% | +5.4% |
| 3M | +10.7% | -22.3% | +33.0% | +23.2% |
| 6M | +17.1% | -0.5% | +17.6% | +13.2% |
| YTD | +63.6% | -17.9% | +81.5% | +70.9% |
| 1Y | +77.0% | -22.0% | +99.0% | +89.8% |
| 3Y | +273.2% | +29.4% | +243.8% | +188.2% |
| 5Y | +508.6% | +81.2% | +427.4% | +259.2% |
| 10Y | +817.8% | +773.4% | +44.4% | +170.2% |
| All | +2,233.0% | +983.8% | +1,249.3% | +499.6% |
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 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