+1,350.8%
LPLA vs RRC
+9.7%
+1,341.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -3.1% | +1.3% | -4.4% | -3.3% |
| 30D | -0.1% | +10.1% | -10.2% | -2.0% |
| 3M | +23.2% | +4.0% | +19.2% | +22.0% |
| 6M | +15.5% | +1.6% | +14.0% | +14.6% |
| YTD | +0.9% | +19.7% | -18.8% | -3.3% |
| 1Y | +0.2% | +21.4% | -21.3% | -4.6% |
| 3Y | +55.2% | +29.7% | +25.6% | +44.1% |
| 5Y | +145.4% | +153.9% | -8.4% | +92.5% |
| 10Y | +1,229.7% | +10.8% | +1,218.8% | +855.8% |
| All | +1,350.8% | +9.7% | +1,341.0% | +920.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling