+34.6%
RL vs LPLA
-16.5%
+51.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.6% | -0.2% | +3.6% |
| 7D | +5.8% | +15.7% | -9.9% | +3.0% |
| 30D | +12.7% | -6.2% | +18.9% | +13.7% |
| 3M | +9.3% | -12.0% | +21.3% | +11.5% |
| 6M | +16.9% | -2.7% | +19.7% | +17.0% |
| YTD | +17.5% | -12.5% | +30.0% | +16.9% |
| 1Y | +34.6% | -16.5% | +51.2% | +37.3% |
| All | +34.6% | -16.5% | +51.1% | +37.3% |
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