-11.7%
KHC vs LPLA
+33.1%
-44.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.8% |
| 7D | +1.1% | +4.1% | -3.0% | +1.2% |
| 30D | +12.0% | -9.0% | +21.0% | +11.8% |
| 3M | +0.2% | -17.6% | +17.8% | -0.2% |
| 6M | +10.3% | -8.8% | +19.2% | +10.4% |
| YTD | +6.7% | -17.0% | +23.8% | +6.6% |
| 1Y | +10.9% | -20.4% | +31.3% | +10.6% |
| All | -11.7% | +33.1% | -44.9% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling