+116.4%
HPE vs LPLA
-16.5%
+132.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.6% | -10.3% | -6.6% |
| 7D | -17.0% | +15.7% | -32.7% | -20.0% |
| 30D | -26.7% | -6.2% | -20.6% | -25.3% |
| 3M | -4.1% | -12.0% | +7.9% | -0.2% |
| 6M | +75.4% | -2.7% | +78.2% | +76.4% |
| YTD | +111.0% | -12.5% | +123.6% | +118.0% |
| 1Y | +116.4% | -16.5% | +133.0% | +132.1% |
| All | +116.4% | -16.5% | +132.9% | +132.1% |
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