+18.7%
HPQ vs LPLA
+0.7%
+18.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | +6.9% | -3.1% | +10.0% | +7.4% |
| 30D | +14.4% | -0.1% | +14.5% | +14.4% |
| 3M | +25.6% | +23.2% | +2.4% | +21.4% |
| 6M | +75.0% | +15.5% | +59.5% | +70.2% |
| YTD | +50.7% | +0.9% | +49.8% | +49.6% |
| 1Y | +18.7% | +0.2% | +18.5% | +15.7% |
| All | +18.7% | +0.7% | +18.0% | +15.7% |
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