+30.6%
LPLA vs RCAT
+331.8%
-301.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.2% |
| 7D | -0.9% | -5.9% | +5.0% | -0.7% |
| 30D | -9.5% | -19.7% | +10.2% | -8.9% |
| 3M | -21.9% | -62.9% | +41.0% | -18.9% |
| 6M | -2.6% | -59.6% | +57.0% | -0.1% |
| YTD | -17.8% | -52.1% | +34.3% | -16.9% |
| 1Y | -21.2% | -50.9% | +29.7% | -20.6% |
| 3Y | +30.6% | +333.8% | -303.2% | +43.2% |
| All | +30.6% | +331.8% | -301.2% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling