+841.0%
LPLA vs RBA
+236.6%
+604.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +1.0% | +2.5% |
| 7D | +2.3% | +2.5% | -0.2% | +1.4% |
| 30D | -7.7% | +11.6% | -19.2% | -11.2% |
| 3M | -15.7% | +1.5% | -17.2% | -16.3% |
| 6M | +0.8% | -6.6% | +7.5% | +1.8% |
| YTD | -14.2% | -6.3% | -8.0% | -13.8% |
| 1Y | -17.9% | -4.0% | -14.0% | -18.2% |
| 3Y | +36.1% | +47.3% | -11.2% | +13.0% |
| 5Y | +90.3% | +47.7% | +42.7% | +52.5% |
| 10Y | +841.0% | +224.7% | +616.2% | +318.7% |
| All | +841.0% | +236.6% | +604.4% | +318.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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