+18.1%
RRX vs LPLA
+147.5%
-129.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.0% |
| 7D | -0.3% | -1.5% | +1.2% | +0.2% |
| 30D | -6.1% | -6.0% | -0.1% | -4.2% |
| 3M | -23.1% | +24.0% | -47.1% | -29.2% |
| 6M | -19.5% | +17.0% | -36.5% | -24.7% |
| YTD | +16.1% | -0.7% | +16.7% | +14.4% |
| 1Y | +12.9% | +2.1% | +10.8% | +9.5% |
| 3Y | +7.9% | +48.7% | -40.7% | -10.4% |
| All | +18.1% | +147.5% | -129.4% | -24.4% |
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