-2.6%
LPLA vs LH
+45.6%
-48.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | 0.0% |
| 7D | -0.9% | +1.1% | -2.0% | -0.7% |
| 30D | -9.5% | +16.7% | -26.2% | -6.8% |
| 3M | -21.9% | +15.1% | -37.0% | -19.2% |
| 6M | -2.6% | +46.3% | -48.9% | +3.3% |
| All | -2.6% | +45.6% | -48.2% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 6mo: compounded portfolio wealth divided by compounded LH 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…
6mo analysis · Full analysis span regression · 6 months rolling