-16.5%
LPLA vs RY
+46.4%
-62.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.0% | +1.6% | +2.4% |
| 7D | +15.7% | +2.5% | +13.3% | +13.7% |
| 30D | -6.2% | +8.4% | -14.6% | -11.9% |
| 3M | -12.0% | +1.2% | -13.2% | -12.8% |
| 6M | -2.7% | +19.4% | -22.1% | -15.6% |
| YTD | -12.5% | +25.4% | -38.0% | -26.8% |
| 1Y | -16.5% | +46.7% | -63.2% | -35.4% |
| All | -16.5% | +46.4% | -62.9% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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