+96.4%
QQQM vs LPLA
+147.5%
-51.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.4% |
| 7D | -0.6% | -1.5% | +1.0% | -0.2% |
| 30D | -1.2% | -6.0% | +4.8% | +0.2% |
| 3M | -0.1% | +24.0% | -24.1% | -5.6% |
| 6M | +18.0% | +17.0% | +1.0% | +12.5% |
| YTD | +16.7% | -0.7% | +17.4% | +15.6% |
| 1Y | +23.0% | +2.1% | +20.9% | +20.6% |
| 3Y | +93.3% | +48.7% | +44.7% | +69.0% |
| All | +96.4% | +147.5% | -51.1% | +33.7% |
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