-42.1%
QXO vs LPLA
+3.8%
-45.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | 0.0% |
| 7D | -7.8% | -1.5% | -6.2% | -7.6% |
| 30D | -18.1% | -6.0% | -12.1% | -17.6% |
| 3M | -25.8% | +24.0% | -49.8% | -27.6% |
| 6M | -41.7% | +17.0% | -58.7% | -42.9% |
| YTD | -36.2% | -0.7% | -35.5% | -34.6% |
| 1Y | -42.1% | +2.1% | -44.2% | -41.4% |
| All | -42.1% | +3.8% | -45.9% | -41.4% |
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