+379.0%
RCL vs LPLA
+892.4%
-513.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.4% | +0.8% |
| 7D | +5.0% | +2.3% | +2.7% | +3.5% |
| 30D | +19.4% | -7.7% | +27.1% | +24.2% |
| 3M | +5.9% | -15.7% | +21.6% | +16.4% |
| 6M | +23.8% | +0.8% | +23.0% | +18.8% |
| YTD | +22.8% | -14.2% | +37.0% | +28.4% |
| 1Y | +34.3% | -17.9% | +52.2% | +44.2% |
| 3Y | +276.4% | +36.1% | +240.4% | +158.1% |
| 5Y | +281.6% | +90.3% | +191.3% | +88.1% |
| 10Y | +379.0% | +841.0% | -462.0% | +5.8% |
| All | +379.0% | +892.4% | -513.4% | +5.8% |
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