+144.9%
LPLA vs RGEN
-42.7%
+187.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | -3.3% | +2.8% | -6.2% | -3.8% |
| 3M | +23.5% | +34.5% | -10.9% | +18.2% |
| 6M | +12.0% | +40.5% | -28.4% | +6.2% |
| YTD | -1.7% | +2.8% | -4.5% | -2.9% |
| 1Y | +3.2% | +39.6% | -36.4% | -2.2% |
| 3Y | +46.2% | +4.4% | +41.8% | +40.1% |
| 5Y | +144.9% | -42.8% | +187.7% | +124.6% |
| All | +144.9% | -42.7% | +187.6% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling