+72.4%
ONTO vs LPLA
+81.7%
-9.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.4% | -12.2% | -14.2% |
| 7D | -29.7% | +7.6% | -37.3% | -31.9% |
| 30D | -50.3% | -9.5% | -40.8% | -48.8% |
| 3M | -43.5% | -16.3% | -27.1% | -40.0% |
| 6M | -48.9% | -8.0% | -40.9% | -48.4% |
| YTD | -1.2% | -15.5% | +14.3% | +2.2% |
| 1Y | +14.9% | -19.4% | +34.3% | +21.7% |
| 3Y | +31.2% | +39.7% | -8.5% | +2.8% |
| All | +72.4% | +81.7% | -9.3% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling