+21,845.5%
TQQQ vs LPLA
+1,273.0%
+20,572.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.7% |
| 7D | +2.8% | -1.5% | +4.4% | +4.0% |
| 30D | -3.0% | -6.0% | +2.9% | +1.4% |
| 3M | -2.7% | +21.4% | -24.1% | -17.2% |
| 6M | +45.4% | +12.1% | +33.4% | +29.0% |
| YTD | +36.3% | -1.8% | +38.1% | +32.0% |
| 1Y | +53.4% | +3.2% | +50.2% | +41.9% |
| 3Y | +265.6% | +45.9% | +219.6% | +158.3% |
| 5Y | +101.7% | +144.7% | -42.9% | -6.3% |
| 10Y | +3,054.7% | +1,222.4% | +1,832.2% | +362.4% |
| All | +21,845.5% | +1,273.0% | +20,572.5% | +2,593.4% |
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 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