+57.0%
ONTO vs LPLA
-21.6%
+78.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +17.5% | -0.9% | +18.4% | +17.6% |
| 30D | -15.7% | -9.5% | -6.2% | -14.6% |
| 3M | -39.7% | -21.9% | -17.9% | -37.3% |
| 6M | -26.5% | -2.6% | -23.9% | -27.2% |
| YTD | +29.0% | -17.8% | +46.8% | +31.4% |
| 1Y | +57.0% | -21.2% | +78.1% | +66.5% |
| All | +57.0% | -21.6% | +78.5% | +66.5% |
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 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