-46.2%
RBLX vs LPLA
+147.5%
-193.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +0.6% |
| 7D | +5.1% | -1.5% | +6.6% | +5.7% |
| 30D | +28.0% | -6.0% | +34.0% | +31.2% |
| 3M | +4.6% | +24.0% | -19.4% | -6.3% |
| 6M | -24.7% | +17.0% | -41.6% | -31.0% |
| YTD | -43.8% | -0.7% | -43.2% | -44.7% |
| 1Y | -65.8% | +2.1% | -67.9% | -66.9% |
| 3Y | +59.4% | +48.7% | +10.7% | +26.6% |
| All | -46.2% | +147.5% | -193.8% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling