+193.0%
HOOD vs LPLA
+143.6%
+49.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -2.4% |
| 7D | +13.4% | -2.1% | +15.4% | +14.9% |
| 30D | +25.8% | -3.3% | +29.1% | +28.3% |
| 3M | +38.0% | +23.5% | +14.4% | +20.6% |
| 6M | +52.2% | +12.0% | +40.2% | +39.8% |
| YTD | +3.7% | -1.7% | +5.4% | +3.1% |
| 1Y | +0.1% | +3.2% | -3.2% | -3.4% |
| 3Y | +992.6% | +46.2% | +946.3% | +801.5% |
| 5Y | +193.0% | +144.9% | +48.1% | +58.5% |
| All | +193.0% | +143.6% | +49.3% | +58.5% |
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