+476.3%
ONTO vs LPLA
+283.5%
+192.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +17.5% | -0.9% | +18.4% | +18.1% |
| 30D | -15.7% | -9.5% | -6.2% | -12.9% |
| 3M | -39.7% | -21.9% | -17.9% | -33.3% |
| 6M | -26.5% | -2.6% | -23.9% | -28.2% |
| YTD | +29.0% | -17.8% | +46.8% | +35.3% |
| 1Y | +57.0% | -21.2% | +78.1% | +68.5% |
| 3Y | +50.0% | +30.6% | +19.4% | +16.8% |
| 5Y | +127.3% | +81.3% | +45.9% | +36.0% |
| All | +476.3% | +283.5% | +192.8% | +112.4% |
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