+22.8%
CCL vs ONTO
+84.2%
-61.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.1% | -10.6% | -3.4% |
| 7D | +3.1% | -14.0% | +17.2% | +7.5% |
| 30D | +13.7% | -43.1% | +56.8% | +36.4% |
| 3M | +3.8% | -35.5% | +39.3% | +16.7% |
| 6M | +9.3% | -41.1% | +50.3% | +21.4% |
| YTD | -1.1% | +9.8% | -10.9% | -16.6% |
| 1Y | +14.6% | +31.5% | -17.0% | -11.0% |
| 3Y | +146.4% | +45.2% | +101.2% | +41.8% |
| All | +22.8% | +84.2% | -61.4% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling