+75.9%
RPRX vs LPLA
+143.6%
-67.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.7% | -5.0% |
| 7D | -2.8% | -2.1% | -0.7% | -2.6% |
| 30D | +7.2% | -3.3% | +10.5% | +7.5% |
| 3M | +10.9% | +23.5% | -12.6% | +8.5% |
| 6M | +34.6% | +12.0% | +22.6% | +32.8% |
| YTD | +59.0% | -1.7% | +60.6% | +58.6% |
| 1Y | +72.5% | +3.2% | +69.3% | +71.0% |
| 3Y | +124.1% | +46.2% | +77.9% | +109.2% |
| 5Y | +75.9% | +144.9% | -69.0% | +40.2% |
| All | +75.9% | +143.6% | -67.7% | +40.2% |
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