+2,876.9%
TQQQ vs LPLA
+1,251.7%
+1,625.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +1.1% |
| 7D | -1.9% | -1.5% | -0.4% | -0.7% |
| 30D | -4.9% | -6.0% | +1.2% | -0.2% |
| 3M | -6.4% | +24.0% | -30.4% | -22.4% |
| 6M | +44.4% | +17.0% | +27.4% | +22.8% |
| YTD | +35.2% | -0.7% | +35.8% | +29.4% |
| 1Y | +49.5% | +2.1% | +47.4% | +38.7% |
| 3Y | +250.7% | +48.7% | +202.0% | +136.6% |
| 5Y | +104.7% | +151.2% | -46.5% | -15.1% |
| All | +2,876.9% | +1,251.7% | +1,625.2% | +418.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling