+47.6%
ON vs LPLA
-16.5%
+64.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.5% | -2.6% |
| 7D | -5.8% | +15.7% | -21.5% | -8.2% |
| 30D | -17.1% | -6.2% | -10.9% | -16.2% |
| 3M | -11.8% | -12.0% | +0.2% | -10.3% |
| 6M | -30.2% | -2.7% | -27.4% | -30.5% |
| YTD | +31.6% | -12.5% | +44.1% | +26.5% |
| 1Y | +47.6% | -16.5% | +64.1% | +48.7% |
| All | +47.6% | -16.5% | +64.0% | +48.7% |
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 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