+1,350.8%
LPLA vs RCAT
-99.8%
+1,450.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.3% |
| 7D | -3.1% | -1.4% | -1.7% | -3.1% |
| 30D | -0.1% | -3.3% | +3.3% | -0.1% |
| 3M | +23.2% | -43.2% | +66.4% | +23.5% |
| 6M | +15.5% | -43.2% | +58.7% | +15.7% |
| YTD | +0.9% | +5.5% | -4.7% | +0.7% |
| 1Y | +0.2% | -1.6% | +1.8% | -0.1% |
| 3Y | +55.2% | +773.7% | -718.5% | +52.6% |
| 5Y | +145.4% | +187.6% | -42.2% | +141.8% |
| 10Y | +1,229.7% | -98.5% | +1,328.1% | +1,183.2% |
| All | +1,350.8% | -99.8% | +1,450.5% | +1,336.3% |
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