+17.9%
ONDS vs LPLA
+260.2%
-242.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.2% |
| 7D | -5.0% | -3.7% | -1.3% | -3.2% |
| 30D | -25.6% | -6.4% | -19.2% | -23.2% |
| 3M | -22.1% | +20.2% | -42.3% | -29.4% |
| 6M | -27.6% | +12.8% | -40.4% | -33.2% |
| YTD | -25.7% | -2.5% | -23.2% | -25.4% |
| 1Y | +30.4% | +1.9% | +28.4% | +28.4% |
| 3Y | +695.0% | +45.0% | +650.0% | +546.7% |
| 5Y | -2.2% | +146.6% | -148.8% | -47.9% |
| All | +17.9% | +260.2% | -242.4% | -40.1% |
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