+14.7%
RIVN vs LPLA
+3.8%
+11.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.7% |
| 7D | +1.8% | -1.5% | +3.4% | +2.3% |
| 30D | +0.6% | -6.0% | +6.6% | +2.5% |
| 3M | +3.2% | +24.0% | -20.9% | -5.4% |
| 6M | -3.7% | +17.0% | -20.7% | -9.7% |
| YTD | -18.7% | -0.7% | -18.0% | -20.2% |
| 1Y | +14.7% | +2.1% | +12.6% | +9.7% |
| All | +14.7% | +3.8% | +11.0% | +9.7% |
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