+261.3%
RRX vs LPLA
+1,311.2%
-1,050.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +3.4% | -3.1% | +6.5% | +4.7% |
| 30D | -11.1% | -0.1% | -11.0% | -11.3% |
| 3M | -23.7% | +23.2% | -47.0% | -30.3% |
| 6M | -22.0% | +15.5% | -37.5% | -27.2% |
| YTD | +16.5% | +0.9% | +15.6% | +13.8% |
| 1Y | +11.5% | +0.2% | +11.3% | +8.4% |
| 3Y | +1.5% | +55.2% | -53.7% | -19.2% |
| 5Y | +18.3% | +145.4% | -127.2% | -25.3% |
| 10Y | +209.8% | +1,229.7% | -1,019.9% | +3.3% |
| All | +261.3% | +1,311.2% | -1,050.0% | +1.7% |
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