+1,350.8%
LPLA vs RJF
+1,037.9%
+312.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | +0.9% |
| 7D | -3.1% | -0.6% | -2.5% | -2.6% |
| 30D | -0.1% | -1.3% | +1.2% | +0.8% |
| 3M | +23.2% | +18.9% | +4.3% | +7.8% |
| 6M | +15.5% | +15.0% | +0.5% | +3.9% |
| YTD | +0.9% | +12.2% | -11.3% | -7.2% |
| 1Y | +0.2% | +5.6% | -5.5% | -3.5% |
| 3Y | +55.2% | +74.9% | -19.6% | +1.3% |
| 5Y | +145.4% | +106.6% | +38.8% | +43.0% |
| 10Y | +1,229.7% | +433.1% | +796.6% | +305.8% |
| All | +1,350.8% | +1,037.9% | +312.9% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 all: compounded portfolio wealth divided by compounded RJF 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…
all analysis · Full analysis span regression · 6 months rolling