+130.6%
HPE vs LPLA
+2.8%
+127.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.7% | -5.6% | -6.1% |
| 7D | +1.4% | -3.7% | +5.1% | +2.4% |
| 30D | +1.5% | -6.4% | +7.9% | +3.3% |
| 3M | +21.7% | +20.2% | +1.6% | +15.5% |
| 6M | +164.2% | +12.8% | +151.3% | +153.3% |
| YTD | +132.1% | -2.5% | +134.6% | +133.1% |
| 1Y | +130.6% | +1.9% | +128.7% | +130.2% |
| All | +130.6% | +2.8% | +127.8% | +130.2% |
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 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