-100.0%
SQQQ vs LPLA
+1,273.0%
-1,373.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.7% |
| 7D | -2.7% | -1.5% | -1.1% | -3.8% |
| 30D | +2.4% | -6.0% | +8.4% | -2.0% |
| 3M | -8.0% | +21.4% | -29.4% | +6.9% |
| 6M | -43.9% | +12.1% | -56.0% | -38.3% |
| YTD | -42.2% | -1.8% | -40.4% | -41.8% |
| 1Y | -51.8% | +3.2% | -55.0% | -48.6% |
| 3Y | -89.7% | +45.9% | -135.7% | -83.0% |
| 5Y | -94.7% | +144.7% | -239.4% | -83.7% |
| 10Y | -100.0% | +1,222.4% | -1,322.4% | -99.4% |
| All | -100.0% | +1,273.0% | -1,373.0% | -100.0% |
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