+998.4%
LPLA vs RNG
+309.1%
+689.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.8% | -1.9% |
| 7D | -2.1% | -0.8% | -1.3% | -2.0% |
| 30D | -3.3% | +11.4% | -14.7% | -4.9% |
| 3M | +23.5% | +72.1% | -48.6% | +13.7% |
| 6M | +12.0% | +67.9% | -55.9% | +2.5% |
| YTD | -1.7% | +144.3% | -146.0% | -15.9% |
| 1Y | +3.2% | +117.5% | -114.3% | -10.4% |
| 3Y | +46.2% | +123.9% | -77.7% | +22.1% |
| 5Y | +144.9% | -70.1% | +215.0% | +167.9% |
| 10Y | +1,195.1% | +215.9% | +979.2% | +664.7% |
| All | +998.4% | +309.1% | +689.3% | +506.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RNG.
Daily Out/Under-Performance
Portfolio return minus RNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RNG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RNG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling