+30.5%
LPLA vs RACE
+23.0%
+7.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.7% |
| 7D | -2.8% | -4.0% | +1.2% | -2.2% |
| 30D | -10.2% | +3.5% | -13.7% | -10.5% |
| 3M | -22.3% | -0.4% | -21.8% | -22.2% |
| 6M | -0.5% | +23.2% | -23.6% | -3.3% |
| YTD | -17.9% | +11.0% | -28.8% | -19.1% |
| 1Y | -22.0% | -2.2% | -19.8% | -21.3% |
| All | +30.5% | +23.0% | +7.6% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling