+524.7%
HON vs LPLA
+1,311.2%
-786.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -3.6% | -3.1% | -0.5% | -2.7% |
| 30D | -15.3% | -0.1% | -15.2% | -15.3% |
| 3M | -7.9% | +23.2% | -31.1% | -13.8% |
| 6M | -18.1% | +15.5% | -33.6% | -22.4% |
| YTD | +3.8% | +0.9% | +2.9% | +1.9% |
| 1Y | +0.5% | +0.2% | +0.3% | -1.9% |
| 3Y | +19.8% | +55.2% | -35.5% | -1.7% |
| 5Y | +2.9% | +145.4% | -142.5% | -30.8% |
| 10Y | +134.6% | +1,229.7% | -1,095.0% | -9.7% |
| All | +524.7% | +1,311.2% | -786.5% | +103.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling