+77.5%
QQQ vs LPLA
+80.3%
-2.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +3.6% | -0.9% | +4.6% | +3.8% |
| 30D | -6.7% | -9.5% | +2.8% | -5.0% |
| 3M | -7.0% | -21.9% | +14.8% | -2.0% |
| 6M | -4.7% | -2.6% | -2.1% | -5.3% |
| YTD | +11.1% | -17.8% | +28.9% | +14.4% |
| 1Y | +12.3% | -21.2% | +33.5% | +16.9% |
| 3Y | +83.3% | +30.6% | +52.7% | +63.7% |
| All | +77.5% | +80.3% | -2.8% | +31.0% |
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