+21.3%
CCJ vs ONTO
+162.0%
-140.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.3% | -2.2% |
| 7D | -4.0% | +4.9% | -9.0% | -5.5% |
| 30D | -2.4% | -16.6% | +14.3% | +2.9% |
| 3M | -2.3% | -7.3% | +5.0% | -4.0% |
| 6M | -16.2% | +45.9% | -62.1% | -31.9% |
| YTD | +5.7% | +78.2% | -72.5% | -17.9% |
| 1Y | +21.3% | +159.8% | -138.6% | -10.4% |
| All | +21.3% | +162.0% | -140.7% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling