+1,418.0%
QLD vs LPLA
+892.4%
+525.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.4% | +3.4% | +5.0% |
| 7D | -1.4% | +2.3% | -3.7% | -2.4% |
| 30D | -19.6% | -7.7% | -11.9% | -17.1% |
| 3M | -14.1% | -15.7% | +1.6% | -7.5% |
| 6M | -13.6% | +0.8% | -14.5% | -16.7% |
| YTD | +12.5% | -14.2% | +26.8% | +16.6% |
| 1Y | +13.1% | -17.9% | +31.1% | +20.2% |
| 3Y | +154.7% | +36.1% | +118.6% | +96.7% |
| 5Y | +81.1% | +90.3% | -9.2% | +8.8% |
| 10Y | +1,418.0% | +841.0% | +577.0% | +360.4% |
| All | +1,418.0% | +892.4% | +525.5% | +360.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling