+55.9%
RSP vs LPLA
+54.7%
+1.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -0.8% | -3.1% | +2.3% | -0.3% |
| 30D | -0.3% | -0.1% | -0.2% | -0.4% |
| 3M | +4.3% | +23.2% | -18.9% | +0.6% |
| 6M | +8.8% | +15.5% | -6.7% | +5.9% |
| YTD | +15.3% | +0.9% | +14.4% | +14.5% |
| 1Y | +18.3% | +0.2% | +18.1% | +17.3% |
| All | +55.9% | +54.7% | +1.1% | +45.7% |
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 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