+11.3%
HSY vs LPLA
+145.5%
-134.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.0% | -1.5% | -1.4% | -3.0% |
| 30D | -5.0% | -6.0% | +0.9% | -5.1% |
| 3M | -1.3% | +21.4% | -22.7% | -1.1% |
| 6M | -21.5% | +12.1% | -33.6% | -21.4% |
| YTD | -3.3% | -1.8% | -1.4% | -3.2% |
| 1Y | -5.5% | +3.2% | -8.7% | -5.4% |
| 3Y | -9.9% | +45.9% | -55.9% | -11.1% |
| 5Y | +11.3% | +144.7% | -133.3% | +4.6% |
| All | +11.3% | +145.5% | -134.2% | +4.6% |
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