+81.1%
OKTA vs LPLA
+3.8%
+77.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.6% | -3.2% |
| 7D | -2.4% | -1.5% | -0.9% | -2.0% |
| 30D | +13.0% | -6.0% | +19.0% | +15.1% |
| 3M | +41.7% | +24.0% | +17.7% | +32.2% |
| 6M | +105.9% | +17.0% | +88.9% | +91.8% |
| YTD | +92.6% | -0.7% | +93.2% | +87.9% |
| 1Y | +81.1% | +2.1% | +78.9% | +74.1% |
| All | +81.1% | +3.8% | +77.3% | +74.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling