+738.1%
LPLA vs RACE
+729.2%
+9.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.5% |
| 7D | -0.9% | -1.2% | +0.3% | -0.4% |
| 30D | -9.5% | +6.1% | -15.6% | -11.7% |
| 3M | -21.9% | -0.3% | -21.6% | -21.9% |
| 6M | -2.6% | +23.4% | -26.0% | -12.1% |
| YTD | -17.8% | +12.5% | -30.3% | -23.9% |
| 1Y | -21.2% | -0.5% | -20.7% | -22.8% |
| 3Y | +30.6% | +23.6% | +7.0% | +7.6% |
| 5Y | +81.3% | +65.4% | +15.9% | +23.1% |
| All | +738.1% | +729.2% | +9.0% | +247.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling