+9.1%
AON vs LPLA
+142.4%
-133.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -5.9% | -3.7% | -2.2% | -5.4% |
| 30D | -13.7% | -6.4% | -7.3% | -12.9% |
| 3M | -8.3% | +20.2% | -28.5% | -10.8% |
| 6M | -3.6% | +12.8% | -16.5% | -5.7% |
| YTD | -12.4% | -2.5% | -9.9% | -12.7% |
| 1Y | -14.6% | +1.9% | -16.6% | -15.8% |
| 3Y | -5.7% | +45.0% | -50.7% | -14.0% |
| 5Y | +9.1% | +146.6% | -137.5% | -17.6% |
| All | +9.1% | +142.4% | -133.3% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling