+458.5%
CAH vs ONTO
+661.2%
-202.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.3% |
| 7D | -5.1% | +6.5% | -11.6% | -5.7% |
| 30D | -1.8% | -15.9% | +14.1% | -0.3% |
| 3M | +9.4% | -0.2% | +9.5% | +7.7% |
| 6M | +9.2% | +38.7% | -29.5% | +2.8% |
| YTD | +15.7% | +70.4% | -54.7% | +6.0% |
| 1Y | +59.7% | +153.6% | -93.9% | +38.7% |
| 3Y | +178.5% | +109.2% | +69.3% | +127.7% |
| 5Y | +398.3% | +249.7% | +148.5% | +241.0% |
| All | +458.5% | +661.2% | -202.7% | +164.5% |
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