+74.2%
OTIS vs LPLA
+883.9%
-809.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -0.7% | -3.1% | +2.3% | -0.1% |
| 30D | -2.0% | -0.1% | -1.9% | -2.0% |
| 3M | +2.6% | +23.2% | -20.7% | -1.9% |
| 6M | -20.9% | +15.5% | -36.5% | -23.6% |
| YTD | -17.1% | +0.9% | -18.0% | -18.0% |
| 1Y | -15.9% | +0.2% | -16.1% | -17.1% |
| 3Y | -12.7% | +55.2% | -68.0% | -24.7% |
| 5Y | -15.7% | +145.4% | -161.2% | -38.3% |
| All | +74.2% | +883.9% | -809.6% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling