+54.4%
LPLA vs RVTY
+18.2%
+36.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -3.1% | +1.1% | -4.2% | -3.2% |
| 30D | -0.1% | +13.2% | -13.3% | -1.7% |
| 3M | +23.2% | +27.2% | -4.0% | +19.3% |
| 6M | +15.5% | +32.4% | -16.9% | +10.8% |
| YTD | +0.9% | +34.9% | -34.0% | -3.4% |
| 1Y | +0.2% | +52.4% | -52.2% | -5.2% |
| All | +54.4% | +18.2% | +36.3% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling