+81.0%
LPLA vs RACE
+65.0%
+15.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.4% |
| 7D | +4.1% | +5.1% | -0.9% | +2.8% |
| 30D | -9.0% | +7.7% | -16.7% | -10.8% |
| 3M | -17.6% | +2.2% | -19.8% | -18.2% |
| 6M | -8.8% | +23.8% | -32.6% | -14.7% |
| YTD | -17.0% | +13.9% | -30.9% | -21.0% |
| 1Y | -20.4% | +3.8% | -24.2% | -21.9% |
| 3Y | +35.4% | +28.0% | +7.4% | +15.1% |
| All | +81.0% | +65.0% | +15.9% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling