+161.4%
OVV vs LPLA
+150.0%
+11.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +0.3% | -3.1% | +3.3% | +1.5% |
| 30D | +11.7% | -0.1% | +11.8% | +11.6% |
| 3M | +9.8% | +23.2% | -13.4% | -0.5% |
| 6M | +26.6% | +15.5% | +11.0% | +16.8% |
| YTD | +67.0% | +0.9% | +66.1% | +62.6% |
| 1Y | +55.9% | +0.2% | +55.8% | +51.0% |
| 3Y | +45.5% | +55.2% | -9.7% | +11.2% |
| All | +161.4% | +150.0% | +11.4% | +36.5% |
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