+760.6%
LPLA vs RACE
+658.9%
+101.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +4.1% | +5.1% | -0.9% | +2.1% |
| 30D | -9.0% | +7.7% | -16.7% | -11.7% |
| 3M | -17.6% | +2.2% | -19.8% | -18.5% |
| 6M | -8.8% | +23.8% | -32.6% | -17.5% |
| YTD | -17.0% | +13.9% | -30.9% | -23.3% |
| 1Y | -20.4% | +3.8% | -24.2% | -23.5% |
| 3Y | +35.4% | +28.0% | +7.4% | +11.3% |
| 5Y | +79.7% | +64.9% | +14.8% | +26.3% |
| 10Y | +915.0% | +780.4% | +134.6% | +265.7% |
| All | +760.6% | +658.9% | +101.8% | +218.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling