+440.8%
LPLA vs REPL
-9.7%
+450.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | -0.1% |
| 7D | -1.5% | -9.6% | +8.0% | -1.1% |
| 30D | -6.0% | +5.7% | -11.7% | -6.3% |
| 3M | +21.4% | +56.4% | -35.0% | +16.5% |
| 6M | +12.1% | +67.4% | -55.4% | +3.0% |
| YTD | -1.8% | +48.7% | -50.5% | -9.5% |
| 1Y | +3.2% | +148.3% | -145.1% | -10.1% |
| 3Y | +45.9% | -26.7% | +72.6% | +23.3% |
| 5Y | +144.7% | -54.1% | +198.8% | +110.3% |
| All | +440.8% | -9.7% | +450.4% | +261.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling