-36.0%
SQQQ vs LPLA
-16.5%
-19.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.6% | -7.4% | -1.8% |
| 7D | +14.6% | +15.7% | -1.2% | +18.1% |
| 30D | +28.9% | -6.2% | +35.0% | +26.1% |
| 3M | +13.1% | -12.0% | +25.1% | +8.9% |
| 6M | -15.2% | -2.7% | -12.5% | -16.7% |
| YTD | -37.0% | -12.5% | -24.4% | -38.4% |
| 1Y | -36.0% | -16.5% | -19.4% | -41.1% |
| All | -36.0% | -16.5% | -19.5% | -41.1% |
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