+639.2%
ROP vs LPLA
+1,084.6%
-445.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.2% |
| 7D | -2.9% | -3.2% | +0.2% | -2.2% |
| 30D | +30.1% | -8.6% | +38.7% | +32.4% |
| 3M | +19.9% | -18.7% | +38.6% | +25.4% |
| 6M | +46.0% | +4.5% | +41.5% | +42.9% |
| YTD | +8.4% | -15.3% | +23.7% | +11.0% |
| 1Y | +8.8% | -19.9% | +28.7% | +12.9% |
| 3Y | -5.6% | +33.4% | -39.0% | -17.1% |
| 5Y | +3.0% | +87.4% | -84.4% | -21.4% |
| 10Y | +184.0% | +800.4% | -616.4% | +29.6% |
| All | +639.2% | +1,084.6% | -445.4% | +174.6% |
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