+144.9%
LPLA vs RBA
+44.6%
+100.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.1% |
| 7D | -2.1% | -1.1% | -1.0% | -1.8% |
| 30D | -3.3% | -13.2% | +9.9% | -0.3% |
| 3M | +23.5% | -21.4% | +44.9% | +29.4% |
| 6M | +12.0% | -20.9% | +32.9% | +16.9% |
| YTD | -1.7% | -19.9% | +18.2% | +2.3% |
| 1Y | +3.2% | -28.7% | +31.9% | +10.2% |
| 3Y | +46.2% | +27.4% | +18.8% | +38.1% |
| 5Y | +144.9% | +41.7% | +103.2% | +122.1% |
| All | +144.9% | +44.6% | +100.3% | +122.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling