-21.2%
LPLA vs RRC
+36.3%
-57.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | +0.1% |
| 7D | -0.9% | +6.4% | -7.3% | -0.9% |
| 30D | -9.5% | +23.9% | -33.4% | -9.3% |
| 3M | -21.9% | +30.2% | -52.0% | -21.6% |
| 6M | -2.6% | +26.3% | -28.9% | -2.6% |
| YTD | -17.8% | +48.1% | -65.9% | -18.1% |
| 1Y | -21.2% | +37.7% | -58.8% | -20.0% |
| All | -21.2% | +36.3% | -57.4% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling