+1,468.9%
QQQ vs LPLA
+1,275.5%
+193.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | +0.6% |
| 7D | +1.5% | -2.1% | +3.6% | +2.0% |
| 30D | -0.6% | -3.3% | +2.7% | +0.1% |
| 3M | +0.4% | +23.5% | -23.1% | -5.2% |
| 6M | +20.1% | +12.0% | +8.1% | +15.6% |
| YTD | +17.2% | -1.7% | +18.9% | +16.2% |
| 1Y | +24.7% | +3.2% | +21.5% | +21.6% |
| 3Y | +96.2% | +46.2% | +50.0% | +71.7% |
| 5Y | +94.4% | +144.9% | -50.5% | +44.4% |
| 10Y | +556.7% | +1,195.1% | -638.4% | +211.3% |
| All | +1,468.9% | +1,275.5% | +193.4% | +569.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling