+1,133.4%
LPLA vs RRC
+27.9%
+1,105.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.3% |
| 7D | +2.3% | -10.3% | +12.6% | +4.4% |
| 30D | -7.7% | +19.5% | -27.1% | -11.2% |
| 3M | -15.7% | +27.9% | -43.6% | -20.0% |
| 6M | +0.8% | +21.2% | -20.3% | -3.6% |
| YTD | -14.2% | +39.6% | -53.8% | -20.6% |
| 1Y | -17.9% | +31.3% | -49.2% | -23.2% |
| 3Y | +36.1% | +51.9% | -15.9% | +22.2% |
| 5Y | +90.3% | +110.2% | -19.8% | +54.3% |
| 10Y | +841.0% | +56.7% | +784.3% | +534.7% |
| All | +1,133.4% | +27.9% | +1,105.5% | +737.7% |
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