-8.6%
ONON vs LPLA
+46.5%
-55.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.6% |
| 7D | -2.1% | -1.5% | -0.5% | -1.7% |
| 30D | -11.6% | -6.0% | -5.6% | -10.2% |
| 3M | -30.1% | +24.0% | -54.1% | -33.9% |
| 6M | -30.5% | +17.0% | -47.5% | -33.4% |
| YTD | -41.0% | -0.7% | -40.4% | -41.4% |
| 1Y | -36.7% | +2.1% | -38.8% | -37.8% |
| 3Y | -8.6% | +48.7% | -57.3% | -11.6% |
| All | -8.6% | +46.5% | -55.1% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling