-3.3%
ONDS vs LPLA
+142.9%
-146.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.2% |
| 7D | -5.0% | -3.7% | -1.3% | -3.3% |
| 30D | -25.6% | -6.4% | -19.2% | -23.3% |
| 3M | -22.1% | +20.2% | -42.3% | -29.1% |
| 6M | -27.6% | +12.8% | -40.4% | -32.9% |
| YTD | -25.7% | -2.5% | -23.2% | -25.2% |
| 1Y | +30.4% | +1.9% | +28.4% | +28.8% |
| 3Y | +695.0% | +45.0% | +650.0% | +560.4% |
| All | -3.3% | +142.9% | -146.3% | -35.7% |
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 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