-25.0%
QXO vs LPLA
-16.5%
-8.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.6% | +3.5% | +7.4% |
| 7D | +16.6% | +15.7% | +0.9% | +14.6% |
| 30D | +6.6% | -6.2% | +12.7% | +6.8% |
| 3M | -17.5% | -12.0% | -5.5% | -16.8% |
| 6M | -33.8% | -2.7% | -31.0% | -32.8% |
| YTD | -34.4% | -12.5% | -21.8% | -32.4% |
| 1Y | -25.0% | -16.5% | -8.4% | -18.6% |
| All | -25.0% | -16.5% | -8.5% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling