+215.6%
RSP vs LPLA
+892.4%
-676.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.4% | -1.1% | +1.3% |
| 7D | +0.4% | +2.3% | -1.9% | -0.2% |
| 30D | +3.7% | -7.7% | +11.4% | +5.6% |
| 3M | +0.8% | -15.7% | +16.5% | +5.1% |
| 6M | +9.1% | +0.8% | +8.2% | +7.3% |
| YTD | +16.7% | -14.2% | +30.9% | +19.4% |
| 1Y | +19.7% | -17.9% | +37.6% | +24.0% |
| 3Y | +66.7% | +36.1% | +30.6% | +41.1% |
| 5Y | +48.7% | +90.3% | -41.6% | +6.4% |
| 10Y | +215.6% | +841.0% | -625.4% | +39.2% |
| All | +215.6% | +892.4% | -676.9% | +39.2% |
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