-33.5%
RDDT vs LPLA
+0.7%
-34.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +1.0% | -3.1% | +4.0% | +1.5% |
| 30D | -0.5% | -0.1% | -0.4% | -0.6% |
| 3M | -16.0% | +23.2% | -39.2% | -20.3% |
| 6M | +4.9% | +15.5% | -10.7% | +0.1% |
| YTD | -32.8% | +0.9% | -33.7% | -35.7% |
| 1Y | -33.5% | +0.2% | -33.6% | -38.1% |
| All | -33.5% | +0.7% | -34.1% | -38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling