+330.2%
RCL vs LPLA
+757.5%
-427.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.0% | -0.9% | -2.0% |
| 7D | -0.2% | -2.8% | +2.5% | +1.6% |
| 30D | +14.4% | -10.2% | +24.5% | +21.2% |
| 3M | +5.2% | -22.3% | +27.4% | +22.1% |
| 6M | +26.1% | -0.5% | +26.6% | +22.0% |
| YTD | +17.4% | -17.9% | +35.2% | +26.2% |
| 1Y | +24.7% | -22.0% | +46.7% | +38.6% |
| 3Y | +250.9% | +29.4% | +221.5% | +148.8% |
| 5Y | +293.8% | +81.2% | +212.6% | +100.4% |
| All | +330.2% | +757.5% | -427.3% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling