+64.8%
RPRX vs LPLA
+342.4%
-277.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +5.1% | -3.1% | +8.2% | +5.4% |
| 30D | +11.2% | -0.1% | +11.3% | +11.2% |
| 3M | +16.7% | +23.2% | -6.5% | +13.9% |
| 6M | +36.0% | +15.5% | +20.5% | +33.5% |
| YTD | +67.8% | +0.9% | +66.9% | +66.8% |
| 1Y | +76.7% | +0.2% | +76.5% | +75.5% |
| 3Y | +128.1% | +55.2% | +72.9% | +109.8% |
| 5Y | +82.9% | +145.4% | -62.6% | +50.5% |
| All | +64.8% | +342.4% | -277.6% | +21.0% |
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