+627.6%
RIOT vs LPLA
+1,236.7%
-609.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +4.8% | -0.9% | +5.8% | +5.4% |
| 30D | +16.0% | -9.5% | +25.5% | +20.5% |
| 3M | -8.8% | -21.9% | +13.1% | +2.3% |
| 6M | -29.7% | -2.6% | -27.1% | -32.5% |
| YTD | +38.3% | -17.8% | +56.1% | +46.4% |
| 1Y | +26.2% | -21.2% | +47.4% | +37.5% |
| 3Y | +79.0% | +30.6% | +48.3% | +40.1% |
| 5Y | -60.4% | +81.3% | -141.7% | -75.2% |
| 10Y | +638.6% | +773.9% | -135.4% | +135.7% |
| All | +627.6% | +1,236.7% | -609.1% | +141.9% |
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