+35.4%
LPLA vs RCAT
+339.1%
-303.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +18.6% | -20.4% | -2.5% |
| 7D | +4.1% | -12.7% | +16.9% | +4.6% |
| 30D | -9.0% | -34.3% | +25.3% | -7.6% |
| 3M | -17.6% | -53.4% | +35.8% | -15.3% |
| 6M | -8.8% | -62.0% | +53.1% | -6.3% |
| YTD | -17.0% | -49.1% | +32.0% | -16.3% |
| 1Y | -20.4% | -53.1% | +32.7% | -19.7% |
| 3Y | +35.4% | +318.7% | -283.2% | +46.9% |
| All | +35.4% | +339.1% | -303.7% | +46.9% |
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