+268.6%
RTX vs LPLA
+824.7%
-556.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.7% |
| 7D | -1.7% | +3.6% | -5.4% | -3.0% |
| 30D | +7.7% | -6.8% | +14.5% | +9.6% |
| 3M | -10.3% | -17.0% | +6.7% | -5.1% |
| 6M | +14.6% | +1.8% | +12.8% | +11.9% |
| YTD | +10.4% | -13.4% | +23.8% | +12.9% |
| 1Y | +13.5% | -17.5% | +31.0% | +18.2% |
| 3Y | +158.6% | +36.5% | +122.1% | +109.2% |
| 5Y | +147.3% | +92.6% | +54.6% | +58.9% |
| 10Y | +268.6% | +809.2% | -540.5% | +31.3% |
| All | +268.6% | +824.7% | -556.1% | +31.3% |
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