-13.3%
IONQ vs LPLA
+3.3%
-16.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.7% |
| 7D | +1.3% | -1.5% | +2.9% | +2.0% |
| 30D | -10.3% | -6.0% | -4.3% | -8.0% |
| 3M | -32.7% | +21.4% | -54.1% | -39.2% |
| 6M | +6.3% | +12.1% | -5.8% | +0.7% |
| YTD | -15.0% | -1.8% | -13.2% | -10.9% |
| 1Y | -13.3% | +3.2% | -16.5% | -5.9% |
| All | -13.3% | +3.3% | -16.7% | -5.9% |
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