+39.7%
HPQ vs LPLA
+144.0%
-104.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +2.2% | -1.5% | +3.8% | +2.7% |
| 30D | +9.7% | -6.0% | +15.7% | +11.5% |
| 3M | +32.7% | +21.4% | +11.4% | +25.6% |
| 6M | +77.7% | +12.1% | +65.6% | +71.0% |
| YTD | +51.0% | -1.8% | +52.8% | +50.0% |
| 1Y | +18.4% | +3.2% | +15.2% | +15.6% |
| 3Y | +25.6% | +45.9% | -20.4% | +8.6% |
| All | +39.7% | +144.0% | -104.4% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling