+508.7%
ONTO vs LPLA
+295.1%
+213.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.2% | +11.1% | +10.0% |
| 7D | +16.4% | -3.2% | +19.5% | +18.4% |
| 30D | -21.4% | -8.6% | -12.8% | -19.1% |
| 3M | -32.7% | -18.7% | -14.1% | -27.0% |
| 6M | -25.2% | +4.5% | -29.7% | -29.6% |
| YTD | +36.2% | -15.3% | +51.5% | +40.8% |
| 1Y | +61.2% | -19.9% | +81.0% | +71.8% |
| 3Y | +58.7% | +33.4% | +25.2% | +22.4% |
| 5Y | +143.6% | +87.4% | +56.2% | +43.5% |
| All | +508.7% | +295.1% | +213.6% | +121.1% |
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 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