+51.3%
RPRX vs LPLA
+327.5%
-276.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.4% | -3.0% |
| 7D | -8.0% | -3.7% | -4.4% | -7.6% |
| 30D | +2.1% | -6.4% | +8.4% | +2.8% |
| 3M | +8.2% | +20.2% | -12.0% | +5.9% |
| 6M | +28.9% | +12.8% | +16.0% | +26.8% |
| YTD | +54.1% | -2.5% | +56.6% | +53.8% |
| 1Y | +65.5% | +1.9% | +63.6% | +64.0% |
| 3Y | +117.3% | +45.0% | +72.3% | +101.8% |
| 5Y | +71.6% | +146.6% | -75.0% | +40.8% |
| All | +51.3% | +327.5% | -276.2% | +11.6% |
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