+546.2%
RSP vs LPLA
+1,111.7%
-565.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | +0.7% | +3.6% | -2.9% | -0.3% |
| 30D | +3.7% | -6.8% | +10.4% | +5.2% |
| 3M | +0.7% | -17.0% | +17.7% | +5.2% |
| 6M | +9.0% | +1.8% | +7.2% | +7.1% |
| YTD | +16.7% | -13.4% | +30.1% | +18.9% |
| 1Y | +19.0% | -17.5% | +36.5% | +22.8% |
| 3Y | +64.7% | +36.5% | +28.3% | +42.2% |
| 5Y | +49.6% | +92.6% | -43.0% | +12.1% |
| 10Y | +213.2% | +809.2% | -596.0% | +45.3% |
| All | +546.2% | +1,111.7% | -565.5% | +147.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling