+1,350.8%
LPLA vs RBA
+479.6%
+871.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.1% | -2.9% | -0.1% | -2.1% |
| 30D | -0.1% | -12.3% | +12.2% | +4.2% |
| 3M | +23.2% | -20.5% | +43.7% | +31.6% |
| 6M | +15.5% | -18.5% | +34.1% | +22.0% |
| YTD | +0.9% | -18.2% | +19.1% | +6.3% |
| 1Y | +0.2% | -27.5% | +27.7% | +9.6% |
| 3Y | +55.2% | +38.1% | +17.2% | +33.9% |
| 5Y | +145.4% | +44.8% | +100.6% | +100.1% |
| 10Y | +1,229.7% | +187.1% | +1,042.5% | +686.8% |
| All | +1,350.8% | +479.6% | +871.2% | +583.4% |
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