+74.9%
CB vs ONTO
+51.5%
+23.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +0.9% |
| 7D | +2.9% | +17.5% | -14.6% | +3.8% |
| 30D | +7.3% | -15.7% | +23.0% | +6.8% |
| 3M | +9.4% | -39.7% | +49.1% | +7.5% |
| 6M | +19.6% | -26.5% | +46.1% | +18.8% |
| YTD | +21.5% | +29.0% | -7.5% | +21.7% |
| 1Y | +28.0% | +57.0% | -29.0% | +28.4% |
| 3Y | +74.9% | +50.0% | +24.9% | +68.7% |
| All | +74.9% | +51.5% | +23.4% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling