+238.0%
ONTO vs LPLA
+145.4%
+92.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | -1.0% | -3.1% | +2.0% | +0.3% |
| 30D | -2.9% | -0.1% | -2.8% | -3.0% |
| 3M | -2.5% | +23.2% | -25.7% | -11.9% |
| 6M | +28.2% | +15.5% | +12.7% | +18.1% |
| YTD | +69.8% | +0.9% | +68.9% | +65.4% |
| 1Y | +162.9% | +0.2% | +162.7% | +154.7% |
| 3Y | +95.9% | +55.2% | +40.7% | +50.2% |
| All | +238.0% | +145.4% | +92.6% | +77.8% |
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