+1,093.1%
LPLA vs RBA
+548.8%
+544.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.3% |
| 7D | +4.1% | +4.3% | -0.1% | +2.8% |
| 30D | -9.0% | +16.3% | -25.3% | -13.5% |
| 3M | -17.6% | +1.3% | -18.9% | -18.2% |
| 6M | -8.8% | -11.1% | +2.2% | -6.4% |
| YTD | -17.0% | -8.5% | -8.6% | -15.9% |
| 1Y | -20.4% | -2.1% | -18.3% | -21.2% |
| 3Y | +35.4% | +44.6% | -9.1% | +15.3% |
| 5Y | +79.7% | +36.8% | +42.9% | +51.1% |
| 10Y | +915.0% | +227.3% | +687.6% | +475.7% |
| All | +1,093.1% | +548.8% | +544.3% | +441.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling