+269.4%
HPE vs LPLA
+44.8%
+224.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | +13.6% | -1.5% | +15.2% | +14.3% |
| 30D | +7.7% | -6.0% | +13.7% | +10.3% |
| 3M | +22.4% | +21.4% | +1.0% | +12.6% |
| 6M | +172.6% | +12.1% | +160.5% | +156.9% |
| YTD | +147.5% | -1.8% | +149.4% | +146.1% |
| 1Y | +151.8% | +3.2% | +148.6% | +143.4% |
| All | +269.4% | +44.8% | +224.6% | +218.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling