+211.0%
RSP vs LPLA
+758.1%
-547.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.4% | -0.9% | +3.3% | +2.6% |
| 30D | +4.3% | -9.5% | +13.8% | +6.8% |
| 3M | -0.3% | -21.9% | +21.5% | +6.3% |
| 6M | +9.8% | -2.6% | +12.4% | +9.1% |
| YTD | +16.8% | -17.8% | +34.6% | +21.0% |
| 1Y | +19.5% | -21.2% | +40.7% | +25.3% |
| 3Y | +65.1% | +30.6% | +34.5% | +41.4% |
| 5Y | +48.7% | +81.3% | -32.6% | +7.9% |
| All | +211.0% | +758.1% | -547.1% | +39.0% |
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 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