+23.9%
ONDS vs LPLA
+272.8%
-248.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -3.5% | -3.1% | -0.5% | -2.0% |
| 30D | -14.1% | -0.1% | -14.0% | -14.1% |
| 3M | -36.3% | +23.2% | -59.6% | -42.9% |
| 6M | -27.5% | +15.5% | -43.0% | -33.8% |
| YTD | -21.9% | +0.9% | -22.8% | -22.8% |
| 1Y | +43.0% | +0.2% | +42.8% | +41.6% |
| 3Y | +697.1% | +55.2% | +641.8% | +524.9% |
| 5Y | -1.2% | +145.4% | -146.6% | -46.9% |
| All | +23.9% | +272.8% | -248.9% | -38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling