-81.0%
QID vs LPLA
+147.5%
-228.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -0.9% |
| 7D | +1.3% | -1.5% | +2.8% | +0.5% |
| 30D | +2.9% | -6.0% | +8.9% | 0.0% |
| 3M | -0.7% | +24.0% | -24.8% | +11.1% |
| 6M | -29.7% | +17.0% | -46.7% | -23.2% |
| YTD | -27.9% | -0.7% | -27.2% | -27.1% |
| 1Y | -34.6% | +2.1% | -36.7% | -32.2% |
| 3Y | -73.5% | +48.7% | -122.2% | -63.3% |
| All | -81.0% | +147.5% | -228.5% | -53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling