+34.6%
LPLA vs RY
+161.8%
-127.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.6% |
| 7D | -3.2% | -3.0% | -0.2% | -1.4% |
| 30D | -8.6% | +6.3% | -14.9% | -11.9% |
| 3M | -18.7% | -2.6% | -16.1% | -17.4% |
| 6M | +4.5% | +13.9% | -9.4% | -2.9% |
| YTD | -15.3% | +21.7% | -37.0% | -24.1% |
| 1Y | -19.9% | +40.4% | -60.3% | -33.2% |
| All | +34.6% | +161.8% | -127.3% | -7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling