-66.6%
RBLX vs LPLA
+0.7%
-67.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | +12.4% | -3.1% | +15.5% | +13.2% |
| 30D | +19.7% | -0.1% | +19.8% | +19.5% |
| 3M | -0.1% | +23.2% | -23.3% | -7.1% |
| 6M | -35.7% | +15.5% | -51.3% | -38.4% |
| YTD | -46.6% | +0.9% | -47.4% | -46.1% |
| 1Y | -66.6% | +0.2% | -66.8% | -66.2% |
| All | -66.6% | +0.7% | -67.3% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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