-32.6%
OKTA vs LPLA
+142.4%
-175.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.7% |
| 7D | +0.4% | -3.7% | +4.1% | +1.6% |
| 30D | +13.8% | -6.4% | +20.2% | +16.3% |
| 3M | +48.9% | +20.2% | +28.7% | +39.7% |
| 6M | +114.9% | +12.8% | +102.1% | +104.1% |
| YTD | +97.9% | -2.5% | +100.4% | +96.7% |
| 1Y | +89.7% | +1.9% | +87.7% | +85.3% |
| 3Y | +95.8% | +45.0% | +50.9% | +65.2% |
| 5Y | -32.6% | +146.6% | -179.2% | -58.7% |
| All | -32.6% | +142.4% | -175.0% | -58.7% |
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