+261.1%
RCL vs LPLA
+78.4%
+182.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +2.2% |
| 7D | +6.5% | +4.1% | +2.4% | +4.5% |
| 30D | +15.9% | -9.0% | +24.9% | +20.2% |
| 3M | +2.7% | -17.6% | +20.3% | +11.5% |
| 6M | +15.2% | -8.8% | +24.1% | +18.0% |
| YTD | +19.2% | -17.0% | +36.3% | +26.2% |
| 1Y | +31.6% | -20.4% | +52.0% | +42.2% |
| 3Y | +274.2% | +35.4% | +238.8% | +182.4% |
| All | +261.1% | +78.4% | +182.7% | +93.8% |
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 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