+54.1%
CCL vs ONTO
+118.2%
-64.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.9% | -6.2% | -2.6% |
| 7D | -0.1% | +9.7% | -9.8% | -2.7% |
| 30D | -20.0% | -8.8% | -11.2% | -18.5% |
| 3M | -13.7% | +4.5% | -18.2% | -17.8% |
| 6M | -9.0% | +56.4% | -65.4% | -23.9% |
| YTD | -22.8% | +78.1% | -100.9% | -38.2% |
| 1Y | -25.3% | +171.3% | -196.6% | -47.9% |
| 3Y | +54.1% | +118.7% | -64.6% | -3.0% |
| All | +54.1% | +118.2% | -64.1% | -3.0% |
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