+113.0%
HOOD vs LPLA
+78.4%
+34.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +4.2% |
| 7D | -4.8% | +4.1% | -8.9% | -7.0% |
| 30D | -26.1% | -9.0% | -17.1% | -22.7% |
| 3M | -10.8% | -17.6% | +6.8% | -1.5% |
| 6M | +2.4% | -8.8% | +11.2% | +5.1% |
| YTD | -28.5% | -17.0% | -11.4% | -22.6% |
| 1Y | -36.3% | -20.4% | -15.9% | -29.1% |
| 3Y | +743.7% | +35.4% | +708.3% | +626.1% |
| All | +113.0% | +78.4% | +34.6% | +38.3% |
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