+485.8%
RIOT vs LPLA
+1,251.7%
-765.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +1.3% |
| 7D | -1.5% | -1.5% | 0.0% | -0.6% |
| 30D | +5.7% | -6.0% | +11.7% | +9.5% |
| 3M | -17.9% | +24.0% | -41.9% | -30.1% |
| 6M | +45.0% | +17.0% | +28.0% | +26.1% |
| YTD | +69.5% | -0.7% | +70.1% | +64.7% |
| 1Y | +37.2% | +2.1% | +35.1% | +29.2% |
| 3Y | +111.7% | +48.7% | +63.1% | +54.6% |
| 5Y | -27.5% | +151.2% | -178.8% | -63.8% |
| All | +485.8% | +1,251.7% | -765.9% | +13.6% |
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 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