-16.8%
OTIS vs LPLA
+145.5%
-162.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -2.2% | -1.5% | -0.6% | -1.9% |
| 30D | -4.3% | -6.0% | +1.7% | -3.4% |
| 3M | -2.2% | +21.4% | -23.5% | -5.4% |
| 6M | -19.9% | +12.1% | -32.0% | -21.7% |
| YTD | -19.3% | -1.8% | -17.5% | -19.7% |
| 1Y | -19.6% | +3.2% | -22.8% | -20.9% |
| 3Y | -11.5% | +45.9% | -57.5% | -21.2% |
| 5Y | -16.8% | +144.7% | -161.4% | -39.9% |
| All | -16.8% | +145.5% | -162.3% | -39.9% |
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