+665.2%
RCL vs LPLA
+1,311.2%
-646.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.1% | -3.1% | -2.0% | -3.4% |
| 30D | -19.0% | -0.1% | -18.9% | -19.1% |
| 3M | -9.6% | +23.2% | -32.8% | -20.9% |
| 6M | -6.7% | +15.5% | -22.2% | -16.0% |
| YTD | -3.9% | +0.9% | -4.8% | -7.6% |
| 1Y | -25.1% | +0.2% | -25.3% | -28.7% |
| 3Y | +179.1% | +55.2% | +123.9% | +93.4% |
| 5Y | +243.3% | +145.4% | +97.9% | +72.4% |
| 10Y | +325.8% | +1,229.7% | -903.9% | -5.3% |
| All | +665.2% | +1,311.2% | -646.1% | +31.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling