-28.8%
CCI vs ONTO
+661.2%
-690.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.6% |
| 7D | -4.4% | +6.5% | -10.9% | -4.7% |
| 30D | +0.3% | -15.9% | +16.2% | +1.1% |
| 3M | -20.0% | -0.2% | -19.8% | -20.9% |
| 6M | -14.5% | +38.7% | -53.3% | -18.1% |
| YTD | -14.9% | +70.4% | -85.2% | -20.0% |
| 1Y | -17.7% | +153.6% | -171.3% | -25.5% |
| 3Y | -12.4% | +109.2% | -121.5% | -25.9% |
| 5Y | -50.1% | +249.7% | -299.9% | -63.6% |
| All | -28.8% | +661.2% | -690.0% | -61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling