+8.4%
QBTS vs LPLA
+0.7%
+7.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -2.4% | -3.1% | +0.7% | -0.6% |
| 30D | -22.5% | -0.1% | -22.4% | -22.5% |
| 3M | -40.0% | +23.2% | -63.2% | -48.1% |
| 6M | -12.3% | +15.5% | -27.9% | -20.7% |
| YTD | -36.6% | +0.9% | -37.5% | -33.8% |
| 1Y | +8.4% | +0.2% | +8.3% | +14.6% |
| All | +8.4% | +0.7% | +7.8% | +14.6% |
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