+35.4%
LPLA vs REPL
+48.4%
-13.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +8.0% | -9.8% | -1.9% |
| 7D | +4.1% | +22.8% | -18.6% | +3.9% |
| 30D | -9.0% | +63.8% | -72.8% | -9.6% |
| 3M | -17.6% | +68.1% | -85.7% | -18.2% |
| 6M | -8.8% | +528.5% | -537.3% | -11.7% |
| YTD | -17.0% | +122.4% | -139.5% | -19.4% |
| 1Y | -20.4% | +154.4% | -174.8% | -22.8% |
| 3Y | +35.4% | +68.0% | -32.6% | +30.6% |
| All | +35.4% | +48.4% | -13.0% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling