+1,210.9%
LPLA vs RNG
+222.9%
+988.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | -1.5% | -6.1% | +4.5% | -0.8% |
| 30D | -6.0% | +9.6% | -15.6% | -7.1% |
| 3M | +24.0% | +83.3% | -59.3% | +14.5% |
| 6M | +17.0% | +77.9% | -61.0% | +7.5% |
| YTD | -0.7% | +139.9% | -140.6% | -13.1% |
| 1Y | +2.1% | +121.7% | -119.5% | -9.9% |
| 3Y | +48.7% | +121.9% | -73.2% | +27.2% |
| 5Y | +151.2% | -68.4% | +219.6% | +170.0% |
| All | +1,210.9% | +222.9% | +988.0% | +799.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling