+65.6%
RRX vs LPLA
+29.4%
+36.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | +4.3% | -0.9% | +5.3% | +4.6% |
| 30D | +12.3% | -9.5% | +21.8% | +15.0% |
| 3M | +3.7% | -21.9% | +25.5% | +11.0% |
| 6M | -13.9% | -2.6% | -11.3% | -15.0% |
| YTD | +26.5% | -17.8% | +44.3% | +31.3% |
| 1Y | +29.3% | -21.2% | +50.5% | +36.5% |
| 3Y | +65.6% | +30.6% | +34.9% | +52.6% |
| All | +65.6% | +29.4% | +36.2% | +52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling