-53.9%
RUN vs LPLA
-16.5%
-37.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | -0.2% |
| 7D | +18.5% | +15.7% | +2.8% | +13.3% |
| 30D | +15.5% | -6.2% | +21.7% | +17.0% |
| 3M | -20.3% | -12.0% | -8.3% | -18.2% |
| 6M | -30.8% | -2.7% | -28.0% | -30.9% |
| YTD | -52.2% | -12.5% | -39.7% | -48.3% |
| 1Y | -53.9% | -16.5% | -37.4% | -47.6% |
| All | -53.9% | -16.5% | -37.4% | -47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling