+67.6%
CCJ vs ONTO
+47.0%
+20.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.9% |
| 7D | +0.4% | -2.4% | +2.8% | +0.5% |
| 30D | -17.2% | -32.9% | +15.7% | -7.8% |
| 3M | -25.1% | -32.2% | +7.1% | -17.7% |
| 6M | -37.6% | -30.6% | -7.0% | -33.8% |
| YTD | -20.4% | +25.1% | -45.5% | -29.5% |
| 1Y | -22.5% | +40.0% | -62.5% | -33.6% |
| All | +67.6% | +47.0% | +20.7% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling