+1,028.6%
CCJ vs ONTO
+688.0%
+340.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.6% | -1.2% |
| 7D | +4.2% | +9.4% | -5.2% | +1.1% |
| 30D | +3.2% | -4.4% | +7.6% | +4.0% |
| 3M | -1.8% | +1.6% | -3.4% | -5.9% |
| 6M | -13.5% | +45.3% | -58.8% | -27.1% |
| YTD | +9.7% | +76.4% | -66.6% | -13.2% |
| 1Y | +30.0% | +167.2% | -137.2% | -11.5% |
| 3Y | +172.6% | +116.6% | +56.0% | +80.4% |
| 5Y | +342.9% | +263.7% | +79.2% | +124.4% |
| All | +1,028.6% | +688.0% | +340.6% | +294.4% |
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