+449.2%
ONTO vs LPLA
+300.2%
+149.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.4% | +8.6% | +10.3% |
| 7D | +1.4% | +2.3% | -0.9% | +0.3% |
| 30D | -34.1% | -7.7% | -26.4% | -32.5% |
| 3M | -37.1% | -15.7% | -21.4% | -32.9% |
| 6M | -31.8% | +0.8% | -32.7% | -34.6% |
| YTD | +22.9% | -14.2% | +37.1% | +26.4% |
| 1Y | +39.5% | -17.9% | +57.4% | +47.0% |
| 3Y | +57.7% | +36.1% | +21.6% | +20.6% |
| 5Y | +115.8% | +90.3% | +25.5% | +26.3% |
| All | +449.2% | +300.2% | +149.0% | +98.5% |
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