+34.6%
THC vs LPLA
+4.5%
+30.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -2.1% |
| 7D | -2.6% | -2.1% | -0.5% | -2.4% |
| 30D | -1.2% | -3.3% | +2.2% | -1.0% |
| 3M | +58.9% | +23.5% | +35.4% | +59.1% |
| 6M | +9.3% | +12.0% | -2.7% | +8.8% |
| YTD | +30.4% | -1.7% | +32.0% | +27.8% |
| 1Y | +34.6% | +3.2% | +31.4% | +30.6% |
| All | +34.6% | +4.5% | +30.1% | +30.6% |
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 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