+878.1%
RCL vs LPLA
+1,099.8%
-221.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.4% | +1.0% |
| 7D | +5.0% | +2.3% | +2.7% | +3.6% |
| 30D | +19.4% | -7.7% | +27.1% | +23.7% |
| 3M | +5.9% | -15.7% | +21.6% | +15.1% |
| 6M | +23.8% | +0.8% | +23.0% | +19.6% |
| YTD | +22.8% | -14.2% | +37.0% | +28.0% |
| 1Y | +34.3% | -17.9% | +52.2% | +43.3% |
| 3Y | +276.4% | +36.1% | +240.4% | +177.9% |
| 5Y | +281.6% | +90.3% | +191.3% | +121.0% |
| 10Y | +379.0% | +841.0% | -462.0% | +25.6% |
| All | +878.1% | +1,099.8% | -221.7% | +82.1% |
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