-74.3%
HTZ vs LPLA
-19.0%
-55.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -2.2% | +11.6% | +10.5% |
| 7D | -27.4% | -3.2% | -24.3% | -26.0% |
| 30D | -11.4% | -8.6% | -2.7% | -7.5% |
| 3M | -33.1% | -18.7% | -14.4% | -25.8% |
| 6M | -73.5% | +4.5% | -78.1% | -74.1% |
| YTD | -68.1% | -15.3% | -52.8% | -65.9% |
| 1Y | -74.3% | -19.9% | -54.4% | -71.2% |
| All | -74.3% | -19.0% | -55.3% | -71.2% |
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