+566.7%
CAH vs ONTO
+476.3%
+90.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +3.9% | +1.3% |
| 7D | +3.5% | +17.5% | -14.1% | +2.0% |
| 30D | +13.5% | -15.7% | +29.1% | +14.6% |
| 3M | +21.8% | -39.7% | +61.6% | +26.4% |
| 6M | +51.5% | -26.5% | +78.0% | +51.9% |
| YTD | +38.1% | +29.0% | +9.1% | +28.7% |
| 1Y | +37.7% | +57.0% | -19.3% | +25.2% |
| 3Y | +179.6% | +50.0% | +129.6% | +135.9% |
| 5Y | +504.9% | +127.3% | +377.7% | +341.9% |
| All | +566.7% | +476.3% | +90.4% | +221.1% |
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