+243.8%
HPQ vs LPLA
+1,251.7%
-1,007.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.9% | +6.5% | +7.7% |
| 7D | +9.8% | -1.5% | +11.3% | +10.5% |
| 30D | +22.4% | -6.0% | +28.4% | +25.1% |
| 3M | +45.2% | +24.0% | +21.1% | +33.4% |
| 6M | +96.4% | +17.0% | +79.4% | +83.2% |
| YTD | +65.4% | -0.7% | +66.1% | +62.8% |
| 1Y | +31.6% | +2.1% | +29.5% | +27.6% |
| 3Y | +37.0% | +48.7% | -11.7% | +10.1% |
| 5Y | +53.0% | +151.2% | -98.2% | -7.5% |
| All | +243.8% | +1,251.7% | -1,007.8% | +18.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling