+80.3%
RPRX vs LPLA
+271.3%
-191.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.0% |
| 7D | +3.6% | -3.2% | +6.8% | +4.0% |
| 30D | +21.2% | -8.6% | +29.8% | +22.1% |
| 3M | +21.6% | -18.7% | +40.3% | +24.0% |
| 6M | +36.7% | +4.5% | +32.1% | +35.4% |
| YTD | +83.7% | -15.3% | +99.0% | +85.6% |
| 1Y | +83.2% | -19.9% | +103.1% | +86.2% |
| 3Y | +177.7% | +33.4% | +144.3% | +158.5% |
| 5Y | +95.8% | +87.4% | +8.4% | +66.6% |
| All | +80.3% | +271.3% | -191.0% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling