+25.0%
HL vs LPLA
-16.5%
+41.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +4.6% | +8.5% | +12.5% |
| 7D | +0.2% | +15.7% | -15.5% | -1.6% |
| 30D | -12.1% | -6.2% | -5.9% | -11.3% |
| 3M | -2.8% | -12.0% | +9.2% | -1.1% |
| 6M | -14.9% | -2.7% | -12.2% | -14.7% |
| YTD | -22.0% | -12.5% | -9.5% | -15.6% |
| 1Y | +25.0% | -16.5% | +41.5% | +45.4% |
| All | +25.0% | -16.5% | +41.5% | +45.4% |
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 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