-26.7%
CAG vs ONTO
+696.1%
-722.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.7% |
| 7D | -5.7% | +4.9% | -10.6% | -5.7% |
| 30D | -2.4% | -16.6% | +14.2% | -2.5% |
| 3M | +9.8% | -7.3% | +17.1% | +9.7% |
| 6M | -10.8% | +45.9% | -56.8% | -11.4% |
| YTD | -10.8% | +78.2% | -89.0% | -11.6% |
| 1Y | -19.0% | +159.8% | -178.8% | -20.3% |
| 3Y | -39.7% | +123.4% | -163.1% | -42.3% |
| 5Y | -43.0% | +265.8% | -308.8% | -48.7% |
| All | -26.7% | +696.1% | -722.8% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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