+841.0%
LPLA vs RCAT
-99.6%
+940.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.4% | -8.0% | +3.2% |
| 7D | +2.3% | +1.1% | +1.2% | +2.2% |
| 30D | -7.7% | -22.0% | +14.3% | -7.5% |
| 3M | -15.7% | -51.1% | +35.5% | -15.1% |
| 6M | +0.8% | -56.6% | +57.4% | +1.5% |
| YTD | -14.2% | -43.3% | +29.0% | -14.1% |
| 1Y | -17.9% | -51.5% | +33.6% | -17.7% |
| 3Y | +36.1% | +411.4% | -375.3% | +31.5% |
| 5Y | +90.3% | +74.4% | +15.9% | +84.9% |
| 10Y | +841.0% | -99.6% | +940.6% | +747.8% |
| All | +841.0% | -99.6% | +940.6% | +747.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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