+32.5%
OMC vs LPLA
+142.4%
-109.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.1% | +1.6% |
| 7D | -6.2% | -3.7% | -2.6% | -5.4% |
| 30D | -7.6% | -6.4% | -1.2% | -6.2% |
| 3M | +7.4% | +20.2% | -12.8% | +2.9% |
| 6M | +0.1% | +12.8% | -12.7% | -3.0% |
| YTD | +0.4% | -2.5% | +2.9% | 0.0% |
| 1Y | +7.8% | +1.9% | +5.8% | +5.7% |
| 3Y | +11.8% | +45.0% | -33.1% | -3.3% |
| 5Y | +32.5% | +146.6% | -114.2% | -15.4% |
| All | +32.5% | +142.4% | -109.9% | -15.4% |
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