+214.1%
USO vs LPLA
+145.5%
+68.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | +6.2% | -1.5% | +7.8% | +6.4% |
| 30D | +19.1% | -6.0% | +25.1% | +19.9% |
| 3M | +14.2% | +21.4% | -7.1% | +11.0% |
| 6M | +43.7% | +12.1% | +31.7% | +40.7% |
| YTD | +116.8% | -1.8% | +118.7% | +116.0% |
| 1Y | +104.3% | +3.2% | +101.1% | +101.4% |
| 3Y | +91.5% | +45.9% | +45.6% | +77.1% |
| 5Y | +214.1% | +144.7% | +69.4% | +163.2% |
| All | +214.1% | +145.5% | +68.5% | +163.2% |
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