-38.7%
HOOD vs LPLA
-18.3%
-20.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.4% | +1.4% |
| 7D | -0.6% | +2.3% | -2.9% | -1.5% |
| 30D | -23.6% | -7.7% | -15.9% | -20.9% |
| 3M | -10.7% | -15.7% | +5.0% | -3.3% |
| 6M | +8.2% | +0.8% | +7.3% | +5.4% |
| YTD | -26.3% | -14.2% | -12.1% | -21.4% |
| All | -38.7% | -18.3% | -20.4% | -29.7% |
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