+57.2%
RBLX vs LPLA
+43.8%
+13.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | +8.1% | -3.7% | +11.8% | +9.5% |
| 30D | +23.9% | -6.4% | +30.3% | +26.7% |
| 3M | +8.1% | +20.2% | -12.0% | -0.8% |
| 6M | -23.7% | +12.8% | -36.6% | -28.3% |
| YTD | -44.6% | -2.5% | -42.1% | -44.7% |
| 1Y | -66.2% | +1.9% | -68.2% | -67.1% |
| All | +57.2% | +43.8% | +13.4% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling