+54.4%
LPLA vs RCAT
+737.0%
-682.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.2% |
| 7D | -3.1% | -1.4% | -1.7% | -3.0% |
| 30D | -0.1% | -3.3% | +3.3% | 0.0% |
| 3M | +23.2% | -43.2% | +66.4% | +25.6% |
| 6M | +15.5% | -43.2% | +58.7% | +16.9% |
| YTD | +0.9% | +5.5% | -4.7% | -1.0% |
| 1Y | +0.2% | -1.6% | +1.8% | -2.1% |
| All | +54.4% | +737.0% | -682.6% | +60.3% |
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