+849.6%
RCL vs LPLA
+1,060.6%
-211.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +2.4% |
| 7D | +6.5% | +4.1% | +2.4% | +4.1% |
| 30D | +15.9% | -9.0% | +24.9% | +21.0% |
| 3M | +2.7% | -17.6% | +20.3% | +13.1% |
| 6M | +15.2% | -8.8% | +24.1% | +18.1% |
| YTD | +19.2% | -17.0% | +36.3% | +26.7% |
| 1Y | +31.6% | -20.4% | +52.0% | +43.0% |
| 3Y | +274.2% | +35.4% | +238.8% | +176.5% |
| 5Y | +250.1% | +79.7% | +170.3% | +109.9% |
| 10Y | +388.4% | +915.0% | -526.5% | +24.6% |
| All | +849.6% | +1,060.6% | -211.0% | +80.2% |
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