+37.2%
RIOT vs LPLA
+3.8%
+33.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +2.0% |
| 7D | -1.5% | -1.5% | 0.0% | -1.2% |
| 30D | +5.7% | -6.0% | +11.7% | +7.3% |
| 3M | -17.9% | +24.0% | -41.9% | -23.9% |
| 6M | +45.0% | +17.0% | +28.0% | +35.8% |
| YTD | +69.5% | -0.7% | +70.1% | +75.0% |
| 1Y | +37.2% | +2.1% | +35.1% | +45.3% |
| All | +37.2% | +3.8% | +33.4% | +45.3% |
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