+484.9%
CAH vs ONTO
+658.6%
-173.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.7% | -1.2% |
| 7D | +5.4% | -1.0% | +6.4% | +5.4% |
| 30D | +3.3% | -2.9% | +6.2% | +3.2% |
| 3M | +22.8% | -2.5% | +25.2% | +21.1% |
| 6M | +11.3% | +28.2% | -16.9% | +5.7% |
| YTD | +21.1% | +69.8% | -48.6% | +11.1% |
| 1Y | +67.2% | +162.9% | -95.6% | +44.6% |
| 3Y | +195.6% | +95.9% | +99.7% | +144.8% |
| 5Y | +413.8% | +244.5% | +169.4% | +252.9% |
| All | +484.9% | +658.6% | -173.7% | +177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling