+50.2%
OMC vs LPLA
+758.1%
-707.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +1.9% | -0.9% | +2.8% | +2.2% |
| 30D | +12.2% | -9.5% | +21.7% | +15.2% |
| 3M | +0.6% | -21.9% | +22.5% | +7.8% |
| 6M | +21.0% | -2.6% | +23.6% | +20.8% |
| YTD | +12.4% | -17.8% | +30.2% | +16.9% |
| 1Y | +25.4% | -21.2% | +46.6% | +32.0% |
| 3Y | +29.2% | +30.6% | -1.4% | +9.8% |
| 5Y | +52.6% | +81.3% | -28.7% | +9.5% |
| All | +50.2% | +758.1% | -707.9% | -34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling