+43.1%
ONTO vs LPLA
-16.5%
+59.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.6% | -13.3% | -8.9% |
| 7D | -17.4% | +15.7% | -33.1% | -18.4% |
| 30D | -43.2% | -6.2% | -37.0% | -42.5% |
| 3M | -35.7% | -12.0% | -23.7% | -34.2% |
| 6M | -38.3% | -2.7% | -35.6% | -37.8% |
| YTD | +17.1% | -12.5% | +29.6% | +18.5% |
| 1Y | +43.1% | -16.5% | +59.7% | +53.3% |
| All | +43.1% | -16.5% | +59.6% | +53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling