-80.3%
RUN vs LPLA
+145.5%
-225.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.5% |
| 7D | -1.8% | -1.5% | -0.2% | -1.5% |
| 30D | -10.8% | -6.0% | -4.9% | -9.7% |
| 3M | -30.2% | +21.4% | -51.5% | -33.6% |
| 6M | -22.3% | +12.1% | -34.4% | -25.2% |
| YTD | -52.2% | -1.8% | -50.3% | -52.1% |
| 1Y | -45.1% | +3.2% | -48.3% | -45.5% |
| 3Y | -37.1% | +45.9% | -83.0% | -45.6% |
| 5Y | -80.3% | +144.7% | -224.9% | -88.0% |
| All | -80.3% | +145.5% | -225.8% | -88.0% |
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