+58.2%
QQQI vs LPLA
+48.4%
+9.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.5% |
| 7D | -0.3% | -1.5% | +1.2% | 0.0% |
| 30D | -0.3% | -6.0% | +5.7% | +0.9% |
| 3M | +1.3% | +24.0% | -22.7% | -3.3% |
| 6M | +11.5% | +17.0% | -5.5% | +7.2% |
| YTD | +11.3% | -0.7% | +12.0% | +10.7% |
| 1Y | +16.9% | +2.1% | +14.8% | +15.1% |
| All | +58.2% | +48.4% | +9.8% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling