+128.8%
ONTO vs LPLA
+93.2%
+35.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.4% |
| 7D | -2.4% | +3.6% | -6.1% | -3.7% |
| 30D | -32.9% | -6.8% | -26.2% | -31.7% |
| 3M | -32.2% | -17.0% | -15.2% | -27.7% |
| 6M | -30.6% | +1.8% | -32.5% | -33.2% |
| YTD | +25.1% | -13.4% | +38.5% | +28.2% |
| 1Y | +40.0% | -17.5% | +57.5% | +47.0% |
| 3Y | +45.7% | +36.5% | +9.3% | +15.8% |
| 5Y | +128.8% | +92.6% | +36.1% | +29.9% |
| All | +128.8% | +93.2% | +35.6% | +29.9% |
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