-30.9%
CCL vs ONTO
+476.3%
-507.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.9% |
| 7D | -1.2% | +17.5% | -18.7% | -8.6% |
| 30D | +13.1% | -15.7% | +28.8% | +18.8% |
| 3M | +3.4% | -39.7% | +43.1% | +24.6% |
| 6M | +18.7% | -26.5% | +45.2% | +21.0% |
| YTD | -2.3% | +29.0% | -31.2% | -27.6% |
| 1Y | +14.2% | +57.0% | -42.8% | -24.3% |
| 3Y | +133.6% | +50.0% | +83.6% | +20.6% |
| 5Y | +33.5% | +127.3% | -93.8% | -53.5% |
| All | -30.9% | +476.3% | -507.2% | -90.4% |
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