+174.8%
CB vs ONTO
+390.5%
-215.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +11.1% | -12.9% | -2.5% |
| 7D | +0.2% | -14.0% | +14.3% | +1.1% |
| 30D | +9.1% | -43.1% | +52.1% | +13.0% |
| 3M | +3.4% | -35.5% | +38.9% | +5.6% |
| 6M | +14.1% | -41.1% | +55.2% | +15.9% |
| YTD | +18.0% | +9.8% | +8.2% | +10.9% |
| 1Y | +30.1% | +31.5% | -1.4% | +19.4% |
| 3Y | +71.8% | +45.2% | +26.6% | +41.6% |
| 5Y | +101.8% | +86.7% | +15.1% | +47.9% |
| All | +174.8% | +390.5% | -215.7% | +27.0% |
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