+54.2%
RGTI vs LPLA
+153.2%
-98.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.3% |
| 7D | +0.5% | -1.5% | +2.0% | +1.3% |
| 30D | -17.1% | -6.0% | -11.1% | -14.2% |
| 3M | -26.0% | +24.0% | -50.0% | -35.3% |
| 6M | -9.9% | +17.0% | -26.8% | -19.3% |
| YTD | -31.1% | -0.7% | -30.4% | -31.5% |
| 1Y | -8.5% | +2.1% | -10.6% | -10.5% |
| 3Y | +652.2% | +48.7% | +603.5% | +515.0% |
| 5Y | +56.8% | +151.2% | -94.5% | +12.4% |
| All | +54.2% | +153.2% | -98.9% | +10.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling