+71.4%
OTIS vs LPLA
+858.9%
-787.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -1.1% |
| 7D | -0.8% | -2.1% | +1.3% | -0.4% |
| 30D | -4.7% | -3.3% | -1.4% | -4.1% |
| 3M | +1.2% | +23.5% | -22.3% | -3.2% |
| 6M | -20.5% | +12.0% | -32.5% | -22.7% |
| YTD | -18.4% | -1.7% | -16.8% | -19.0% |
| 1Y | -18.1% | +3.2% | -21.3% | -19.8% |
| 3Y | -10.6% | +46.2% | -56.8% | -21.7% |
| 5Y | -16.1% | +144.9% | -161.0% | -38.6% |
| All | +71.4% | +858.9% | -787.5% | -13.2% |
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