+53.1%
RGTI vs LPLA
+148.5%
-95.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.1% |
| 7D | -0.1% | -3.7% | +3.5% | +1.9% |
| 30D | -16.2% | -6.4% | -9.8% | -13.1% |
| 3M | -22.0% | +20.2% | -42.2% | -30.7% |
| 6M | -10.8% | +12.8% | -23.6% | -18.4% |
| YTD | -31.6% | -2.5% | -29.1% | -31.2% |
| 1Y | -6.4% | +1.9% | -8.3% | -8.3% |
| 3Y | +665.7% | +45.0% | +620.7% | +534.5% |
| 5Y | +55.6% | +146.6% | -91.0% | +12.7% |
| All | +53.1% | +148.5% | -95.4% | +10.6% |
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