+209.8%
RSP vs LPLA
+1,198.0%
-988.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -1.8% | -1.5% | -0.3% | -1.4% |
| 30D | -2.5% | -6.0% | +3.4% | -0.8% |
| 3M | +3.0% | +21.4% | -18.4% | -3.2% |
| 6M | +8.9% | +12.1% | -3.2% | +4.3% |
| YTD | +13.0% | -1.8% | +14.8% | +11.9% |
| 1Y | +16.2% | +3.2% | +13.0% | +12.8% |
| 3Y | +52.7% | +45.9% | +6.7% | +28.3% |
| 5Y | +50.5% | +144.7% | -94.2% | +0.5% |
| 10Y | +209.8% | +1,222.4% | -1,012.6% | +29.6% |
| All | +209.8% | +1,198.0% | -988.2% | +29.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling