+167.1%
RTX vs LPLA
+143.6%
+23.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.5% |
| 7D | -3.1% | -2.1% | -1.0% | -2.7% |
| 30D | -10.6% | -3.3% | -7.2% | -10.0% |
| 3M | +11.6% | +23.5% | -11.9% | +7.0% |
| 6M | -4.5% | +12.0% | -16.5% | -7.1% |
| YTD | +9.6% | -1.7% | +11.2% | +9.1% |
| 1Y | +30.8% | +3.2% | +27.6% | +28.5% |
| 3Y | +152.8% | +46.2% | +106.6% | +126.1% |
| 5Y | +167.1% | +144.9% | +22.2% | +94.4% |
| All | +167.1% | +143.6% | +23.5% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling