+56.9%
ON vs LPLA
+145.5%
-88.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -1.9% | -1.5% | -0.3% | -1.2% |
| 30D | -11.0% | -6.0% | -5.1% | -8.8% |
| 3M | -39.3% | +21.4% | -60.7% | -44.3% |
| 6M | +19.8% | +12.1% | +7.8% | +12.5% |
| YTD | +31.1% | -1.8% | +32.9% | +28.8% |
| 1Y | +46.0% | +3.2% | +42.8% | +39.2% |
| 3Y | -27.5% | +45.9% | -73.5% | -43.3% |
| 5Y | +56.9% | +144.7% | -87.8% | -18.0% |
| All | +56.9% | +145.5% | -88.6% | -18.0% |
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