+866.2%
AON vs LPLA
+1,049.8%
-183.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +1.0% | -0.9% | +2.0% | +1.2% |
| 30D | +23.2% | -9.5% | +32.7% | +25.3% |
| 3M | -5.0% | -21.9% | +16.8% | -0.4% |
| 6M | +9.3% | -2.6% | +12.0% | +8.8% |
| YTD | -3.4% | -17.8% | +14.4% | -1.0% |
| 1Y | -2.9% | -21.2% | +18.3% | +0.4% |
| 3Y | +3.6% | +30.6% | -27.0% | -7.9% |
| 5Y | +16.9% | +81.3% | -64.5% | -7.7% |
| 10Y | +234.4% | +773.9% | -539.6% | +72.2% |
| All | +866.2% | +1,049.8% | -183.6% | +332.0% |
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