+156.4%
CB vs ONTO
+658.6%
-502.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -2.4% |
| 7D | +0.5% | -1.0% | +1.5% | +0.5% |
| 30D | -3.1% | -2.9% | -0.2% | -3.2% |
| 3M | +9.0% | -2.5% | +11.4% | +7.4% |
| 6M | +2.9% | +28.2% | -25.4% | -2.2% |
| YTD | +10.1% | +69.8% | -59.7% | +1.0% |
| 1Y | +22.8% | +162.9% | -140.1% | +6.0% |
| 3Y | +73.8% | +95.9% | -22.1% | +43.3% |
| 5Y | +99.2% | +244.5% | -145.3% | +34.6% |
| All | +156.4% | +658.6% | -502.2% | +15.6% |
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