+79.0%
RIOT vs LPLA
+29.4%
+49.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +4.8% | -0.9% | +5.8% | +5.3% |
| 30D | +16.0% | -9.5% | +25.5% | +19.9% |
| 3M | -8.8% | -21.9% | +13.1% | +1.2% |
| 6M | -29.7% | -2.6% | -27.1% | -32.4% |
| YTD | +38.3% | -17.8% | +56.1% | +47.3% |
| 1Y | +26.2% | -21.2% | +47.4% | +38.5% |
| 3Y | +79.0% | +30.6% | +48.3% | +73.3% |
| All | +79.0% | +29.4% | +49.6% | +73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling