+28.0%
HON vs LPLA
+29.4%
-1.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +1.4% | -0.9% | +2.3% | +1.5% |
| 30D | +7.5% | -9.5% | +17.0% | +8.5% |
| 3M | -4.3% | -21.9% | +17.5% | -1.8% |
| 6M | -1.5% | -2.6% | +1.1% | -1.7% |
| YTD | +10.5% | -17.8% | +28.3% | +12.8% |
| 1Y | +8.5% | -21.2% | +29.7% | +11.4% |
| 3Y | +28.0% | +30.6% | -2.6% | +25.8% |
| All | +28.0% | +29.4% | -1.3% | +25.8% |
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