+36.5%
LPLA vs RGEN
+18.4%
+18.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.3% |
| 7D | +3.6% | -2.4% | +6.1% | +3.9% |
| 30D | -6.8% | +0.1% | -6.8% | -7.0% |
| 3M | -17.0% | +6.6% | -23.7% | -18.1% |
| 6M | +1.8% | +40.9% | -39.1% | -3.4% |
| YTD | -13.4% | +6.2% | -19.6% | -15.2% |
| 1Y | -17.5% | +19.4% | -37.0% | -20.3% |
| 3Y | +36.5% | +17.9% | +18.6% | +37.1% |
| All | +36.5% | +18.4% | +18.1% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling