+66.1%
OTIS vs LPLA
+850.8%
-784.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.9% |
| 7D | -5.0% | -3.7% | -1.4% | -4.3% |
| 30D | -6.5% | -6.4% | -0.1% | -5.3% |
| 3M | -2.0% | +20.2% | -22.1% | -5.7% |
| 6M | -20.2% | +12.8% | -33.0% | -22.5% |
| YTD | -21.0% | -2.5% | -18.5% | -21.3% |
| 1Y | -20.9% | +1.9% | -22.8% | -22.3% |
| 3Y | -13.3% | +45.0% | -58.3% | -24.0% |
| 5Y | -18.5% | +146.6% | -165.1% | -40.6% |
| All | +66.1% | +850.8% | -784.7% | -15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling