+1,114.8%
LPLA vs RY
+595.6%
+519.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -1.0% |
| 7D | +7.6% | -1.1% | +8.7% | +8.7% |
| 30D | -9.5% | +4.4% | -13.9% | -12.7% |
| 3M | -16.3% | -2.9% | -13.4% | -14.4% |
| 6M | -8.0% | +15.6% | -23.5% | -18.6% |
| YTD | -15.5% | +21.8% | -37.3% | -28.4% |
| 1Y | -19.4% | +42.6% | -62.0% | -40.1% |
| 3Y | +39.7% | +160.9% | -121.2% | -38.7% |
| 5Y | +83.0% | +126.1% | -43.1% | -9.3% |
| 10Y | +933.4% | +371.7% | +561.7% | +207.7% |
| All | +1,114.8% | +595.6% | +519.2% | +189.9% |
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