+75.5%
OSCR vs LPLA
+0.7%
+74.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +5.8% | -3.1% | +8.9% | +6.5% |
| 30D | +7.1% | -0.1% | +7.2% | +7.1% |
| 3M | +36.7% | +23.2% | +13.4% | +31.4% |
| 6M | +114.3% | +15.5% | +98.7% | +107.4% |
| YTD | +124.4% | +0.9% | +123.5% | +118.3% |
| 1Y | +75.5% | +0.2% | +75.3% | +65.4% |
| All | +75.5% | +0.7% | +74.8% | +65.4% |
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 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