+1,093.1%
LPLA vs RRC
+27.6%
+1,065.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.2% |
| 7D | +4.1% | -10.8% | +15.0% | +6.4% |
| 30D | -9.0% | +22.3% | -31.3% | -12.8% |
| 3M | -17.6% | +26.6% | -44.2% | -21.7% |
| 6M | -8.8% | +18.9% | -27.8% | -12.5% |
| YTD | -17.0% | +39.2% | -56.2% | -23.2% |
| 1Y | -20.4% | +34.0% | -54.4% | -25.9% |
| 3Y | +35.4% | +42.0% | -6.6% | +23.2% |
| 5Y | +79.7% | +111.9% | -32.1% | +45.5% |
| 10Y | +915.0% | +62.8% | +852.2% | +580.4% |
| All | +1,093.1% | +27.6% | +1,065.5% | +710.8% |
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