-8.4%
QXO vs LPLA
+1,159.5%
-1,167.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | 0.0% |
| 7D | -7.8% | -1.5% | -6.2% | -7.7% |
| 30D | -18.1% | -6.0% | -12.1% | -17.6% |
| 3M | -25.8% | +24.0% | -49.8% | -27.4% |
| 6M | -41.7% | +17.0% | -58.7% | -42.8% |
| YTD | -36.2% | -0.7% | -35.5% | -36.4% |
| 1Y | -42.1% | +2.1% | -44.2% | -42.4% |
| 3Y | -46.2% | +48.7% | -94.8% | -49.0% |
| 5Y | -70.7% | +151.2% | -222.0% | -73.3% |
| 10Y | +36.5% | +1,238.3% | -1,201.7% | +22.5% |
| All | -8.4% | +1,159.5% | -1,167.9% | -4.6% |
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 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