+1,517.2%
THC vs LPLA
+1,060.6%
+456.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.3% |
| 7D | +3.7% | +4.1% | -0.5% | +1.9% |
| 30D | +9.0% | -9.0% | +18.1% | +12.4% |
| 3M | +10.4% | -17.6% | +28.0% | +18.2% |
| 6M | +45.7% | -8.8% | +54.5% | +48.6% |
| YTD | +42.6% | -17.0% | +59.6% | +48.3% |
| 1Y | +38.8% | -20.4% | +59.2% | +46.8% |
| 3Y | +418.8% | +35.4% | +383.4% | +305.4% |
| 5Y | +275.7% | +79.7% | +195.9% | +141.0% |
| 10Y | +1,496.2% | +915.0% | +581.3% | +395.1% |
| All | +1,517.2% | +1,060.6% | +456.6% | +458.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling