-21.2%
LPLA vs RGEN
+8.1%
-29.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -0.9% | -3.3% | +2.4% | -0.5% |
| 30D | -9.5% | -5.8% | -3.7% | -9.0% |
| 3M | -21.9% | +0.2% | -22.0% | -22.7% |
| 6M | -2.6% | +56.8% | -59.4% | -14.6% |
| YTD | -17.8% | +2.4% | -20.2% | -15.6% |
| 1Y | -21.2% | +11.4% | -32.6% | -20.7% |
| All | -21.2% | +8.1% | -29.3% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling