+670.0%
WMB vs LPLA
+1,099.8%
-429.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.4% | +0.3% | +2.5% |
| 7D | -6.7% | +2.3% | -9.0% | -7.5% |
| 30D | -8.6% | -7.7% | -0.9% | -6.8% |
| 3M | -4.9% | -15.7% | +10.8% | -0.1% |
| 6M | -6.3% | +0.8% | -7.1% | -8.8% |
| YTD | +13.0% | -14.2% | +27.2% | +15.1% |
| 1Y | +14.9% | -17.9% | +32.8% | +18.9% |
| 3Y | +113.4% | +36.1% | +77.3% | +72.2% |
| 5Y | +190.2% | +90.3% | +99.8% | +89.1% |
| 10Y | +259.9% | +841.0% | -581.1% | +10.3% |
| All | +670.0% | +1,099.8% | -429.8% | +95.3% |
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