+285.3%
WMB vs LPLA
+143.6%
+141.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.7% |
| 7D | +0.8% | -2.1% | +2.9% | +1.1% |
| 30D | +7.7% | -3.3% | +11.1% | +8.3% |
| 3M | +6.7% | +23.5% | -16.8% | +2.5% |
| 6M | +3.6% | +12.0% | -8.4% | +1.0% |
| YTD | +28.0% | -1.7% | +29.7% | +27.2% |
| 1Y | +37.6% | +3.2% | +34.4% | +34.9% |
| 3Y | +149.0% | +46.2% | +102.8% | +125.4% |
| 5Y | +285.3% | +144.9% | +140.4% | +198.8% |
| All | +285.3% | +143.6% | +141.7% | +198.8% |
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