+1,470.2%
QQQ vs LPLA
+1,311.2%
+158.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.4% | -3.1% | +3.4% | +1.1% |
| 30D | +0.2% | -0.1% | +0.3% | +0.2% |
| 3M | -2.8% | +23.2% | -26.0% | -8.2% |
| 6M | +18.0% | +15.5% | +2.5% | +12.8% |
| YTD | +17.3% | +0.9% | +16.4% | +15.6% |
| 1Y | +25.6% | +0.2% | +25.4% | +23.4% |
| 3Y | +93.7% | +55.2% | +38.5% | +66.9% |
| 5Y | +94.2% | +145.4% | -51.3% | +44.1% |
| 10Y | +557.9% | +1,229.7% | -671.8% | +209.8% |
| All | +1,470.2% | +1,311.2% | +158.9% | +565.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling