+79.2%
LPLA vs RACE
+64.4%
+14.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -0.9% | -1.2% | +0.3% | -0.6% |
| 30D | -9.5% | +6.1% | -15.6% | -10.9% |
| 3M | -21.9% | -0.3% | -21.6% | -21.9% |
| 6M | -2.6% | +23.4% | -26.0% | -8.8% |
| YTD | -17.8% | +12.5% | -30.3% | -21.5% |
| 1Y | -21.2% | -0.5% | -20.7% | -21.5% |
| 3Y | +30.6% | +23.6% | +7.0% | +12.7% |
| All | +79.2% | +64.4% | +14.8% | +26.7% |
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 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