+1,145.6%
LPLA vs RY
+591.0%
+554.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +3.9% |
| 7D | +3.6% | -0.6% | +4.2% | +4.2% |
| 30D | -6.8% | +6.1% | -12.9% | -11.3% |
| 3M | -17.0% | -3.4% | -13.7% | -14.8% |
| 6M | +1.8% | +12.8% | -11.0% | -8.0% |
| YTD | -13.4% | +21.0% | -34.4% | -26.2% |
| 1Y | -17.5% | +40.5% | -58.0% | -37.9% |
| 3Y | +36.5% | +159.9% | -123.4% | -39.9% |
| 5Y | +92.6% | +125.0% | -32.3% | -4.1% |
| 10Y | +809.2% | +350.6% | +458.6% | +177.7% |
| All | +1,145.6% | +591.0% | +554.6% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling