+45.2%
ONTO vs LPLA
+36.1%
+9.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +11.7% |
| 7D | -14.0% | +4.1% | -18.2% | -15.3% |
| 30D | -43.1% | -9.0% | -34.1% | -41.7% |
| 3M | -35.5% | -17.6% | -17.9% | -31.6% |
| 6M | -41.1% | -8.8% | -32.2% | -40.4% |
| YTD | +9.8% | -17.0% | +26.8% | +14.3% |
| 1Y | +31.5% | -20.4% | +51.9% | +39.9% |
| 3Y | +45.2% | +35.4% | +9.7% | +21.7% |
| All | +45.2% | +36.1% | +9.1% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling