-84.1%
RIVN vs LPLA
+117.4%
-201.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +0.9% | -3.7% | +4.5% | +2.3% |
| 30D | -1.9% | -6.4% | +4.5% | +0.5% |
| 3M | +8.7% | +20.2% | -11.4% | +0.1% |
| 6M | -3.0% | +12.8% | -15.8% | -8.6% |
| YTD | -18.6% | -2.5% | -16.1% | -19.2% |
| 1Y | +15.4% | +1.9% | +13.4% | +12.0% |
| 3Y | -30.5% | +45.0% | -75.5% | -46.0% |
| All | -84.1% | +117.4% | -201.5% | -92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling