+1,195.1%
LPLA vs RCAT
-98.4%
+1,293.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.9% | -6.4% | -2.6% |
| 7D | -2.1% | +5.4% | -7.5% | -2.1% |
| 30D | -3.3% | -5.6% | +2.2% | -3.3% |
| 3M | +23.5% | -30.2% | +53.8% | +23.9% |
| 6M | +12.0% | -43.4% | +55.4% | +12.4% |
| YTD | -1.7% | +9.6% | -11.3% | -2.2% |
| 1Y | +3.2% | -2.0% | +5.2% | +2.6% |
| 3Y | +46.2% | +825.0% | -778.8% | +40.5% |
| 5Y | +144.9% | +199.8% | -54.9% | +136.3% |
| 10Y | +1,195.1% | -98.4% | +1,293.5% | +1,118.2% |
| All | +1,195.1% | -98.4% | +1,293.5% | +1,118.2% |
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