-15.3%
ROP vs LPLA
+143.6%
-159.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.3% | -2.5% |
| 7D | -5.4% | -2.1% | -3.3% | -5.1% |
| 30D | -1.6% | -3.3% | +1.7% | -1.2% |
| 3M | +18.8% | +23.5% | -4.7% | +15.2% |
| 6M | +8.2% | +12.0% | -3.8% | +6.1% |
| YTD | -10.5% | -1.7% | -8.8% | -10.8% |
| 1Y | -23.7% | +3.2% | -27.0% | -24.7% |
| 3Y | -17.9% | +46.2% | -64.1% | -23.6% |
| 5Y | -15.3% | +144.9% | -160.2% | -30.8% |
| All | -15.3% | +143.6% | -159.0% | -30.8% |
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