+21.9%
CCL vs ONTO
+46.1%
-24.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -8.7% | +15.9% | +9.0% |
| 7D | +11.6% | -17.4% | +29.0% | +15.7% |
| 30D | +22.5% | -43.2% | +65.7% | +38.0% |
| 3M | +6.4% | -35.7% | +42.1% | +15.2% |
| 6M | +23.4% | -38.3% | +61.7% | +30.1% |
| YTD | +4.2% | +17.1% | -12.9% | -12.9% |
| 1Y | +21.9% | +43.1% | -21.3% | -4.9% |
| All | +21.9% | +46.1% | -24.2% | -4.9% |
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