-27.3%
CCL vs ONTO
+459.0%
-486.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -1.0% |
| 7D | +5.8% | -2.4% | +8.2% | +5.4% |
| 30D | +17.3% | -32.9% | +50.2% | +36.8% |
| 3M | +11.3% | -32.2% | +43.5% | +26.6% |
| 6M | +18.5% | -30.6% | +49.1% | +24.4% |
| YTD | +2.8% | +25.1% | -22.3% | -22.6% |
| 1Y | +16.7% | +40.0% | -23.3% | -17.8% |
| 3Y | +146.0% | +45.7% | +100.3% | +28.9% |
| 5Y | +33.6% | +128.8% | -95.1% | -54.0% |
| All | -27.3% | +459.0% | -486.3% | -89.8% |
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