+1,093.1%
LPLA vs RCAT
-99.9%
+1,193.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +18.6% | -20.4% | -1.9% |
| 7D | +4.1% | -12.7% | +16.9% | +4.2% |
| 30D | -9.0% | -34.3% | +25.3% | -8.8% |
| 3M | -17.6% | -53.4% | +35.8% | -17.3% |
| 6M | -8.8% | -62.0% | +53.1% | -8.5% |
| YTD | -17.0% | -49.1% | +32.0% | -16.9% |
| 1Y | -20.4% | -53.1% | +32.7% | -20.3% |
| 3Y | +35.4% | +318.7% | -283.2% | +33.6% |
| 5Y | +79.7% | +48.5% | +31.2% | +77.7% |
| 10Y | +915.0% | -99.6% | +1,014.6% | +882.3% |
| All | +1,093.1% | -99.9% | +1,193.0% | +1,085.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling