+61.0%
RSP vs LPLA
+36.1%
+24.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | -1.0% | +4.1% | -5.2% | -1.6% |
| 30D | +2.6% | -9.0% | +11.6% | +3.8% |
| 3M | -0.8% | -17.6% | +16.8% | +1.8% |
| 6M | +6.3% | -8.8% | +15.1% | +7.2% |
| YTD | +14.1% | -17.0% | +31.2% | +16.4% |
| 1Y | +18.0% | -20.4% | +38.4% | +21.2% |
| 3Y | +61.0% | +35.4% | +25.6% | +56.9% |
| All | +61.0% | +36.1% | +24.9% | +56.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling