+332.0%
CAT vs ONON
-24.2%
+356.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.6% |
| 7D | +2.9% | -3.5% | +6.4% | +3.5% |
| 30D | -2.6% | -30.8% | +28.2% | +2.3% |
| 3M | -10.7% | -29.8% | +19.2% | -6.7% |
| 6M | +16.1% | -34.8% | +51.0% | +22.2% |
| YTD | +43.2% | -42.3% | +85.5% | +53.3% |
| 1Y | +96.8% | -39.5% | +136.4% | +108.4% |
| 3Y | +201.4% | -9.3% | +210.6% | +195.8% |
| All | +332.0% | -24.2% | +356.2% | +301.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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