+152.8%
RTX vs LPLA
+37.6%
+115.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.2% | +3.1% |
| 7D | -3.2% | +2.3% | -5.5% | -3.5% |
| 30D | +5.6% | -7.7% | +13.2% | +6.5% |
| 3M | -11.7% | -15.7% | +4.0% | -9.7% |
| 6M | +12.3% | +0.8% | +11.5% | +11.6% |
| YTD | +8.2% | -14.2% | +22.4% | +9.9% |
| 1Y | +12.6% | -17.9% | +30.5% | +15.1% |
| 3Y | +152.8% | +36.1% | +116.8% | +141.7% |
| All | +152.8% | +37.6% | +115.2% | +141.7% |
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