+799.6%
AON vs LPLA
+1,275.5%
-475.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -1.7% |
| 7D | -3.2% | -2.1% | -1.1% | -2.8% |
| 30D | -11.9% | -3.3% | -8.5% | -11.3% |
| 3M | -2.9% | +23.5% | -26.4% | -7.6% |
| 6M | -6.8% | +12.0% | -18.8% | -9.8% |
| YTD | -10.1% | -1.7% | -8.4% | -10.8% |
| 1Y | -14.2% | +3.2% | -17.5% | -16.2% |
| 3Y | -3.3% | +46.2% | -49.5% | -15.5% |
| 5Y | +13.6% | +144.9% | -131.3% | -16.1% |
| 10Y | +209.2% | +1,195.1% | -985.9% | +46.9% |
| All | +799.6% | +1,275.5% | -475.9% | +289.1% |
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