+842.4%
LPLA vs QSR
+206.0%
+636.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.6% |
| 7D | -1.5% | -2.4% | +0.8% | -0.4% |
| 30D | -6.0% | +5.7% | -11.7% | -8.5% |
| 3M | +21.4% | +6.9% | +14.4% | +16.9% |
| 6M | +12.1% | +6.9% | +5.2% | +7.5% |
| YTD | -1.8% | +14.9% | -16.7% | -9.5% |
| 1Y | +3.2% | +29.1% | -25.9% | -10.8% |
| 3Y | +45.9% | +26.1% | +19.8% | +22.5% |
| 5Y | +144.7% | +42.3% | +102.3% | +88.3% |
| 10Y | +1,222.4% | +134.0% | +1,088.5% | +661.9% |
| All | +842.4% | +206.0% | +636.4% | +416.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling