+146.6%
LPLA vs QSR
+40.6%
+106.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -3.7% | -4.7% | +1.0% | -2.5% |
| 30D | -6.4% | +4.3% | -10.7% | -7.4% |
| 3M | +20.2% | +5.4% | +14.7% | +18.3% |
| 6M | +12.8% | +8.2% | +4.7% | +10.2% |
| YTD | -2.5% | +14.1% | -16.6% | -6.3% |
| 1Y | +1.9% | +28.1% | -26.2% | -5.7% |
| 3Y | +45.0% | +25.3% | +19.7% | +29.5% |
| 5Y | +146.6% | +40.4% | +106.2% | +98.5% |
| All | +146.6% | +40.6% | +106.0% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 5y: compounded portfolio wealth divided by compounded QSR 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…
5y analysis · Full analysis span regression · 6 months rolling