+50.8%
CDE vs ONTO
+162.8%
-112.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -4.5% |
| 7D | +0.5% | -1.0% | +1.5% | +0.8% |
| 30D | +21.9% | -2.9% | +24.8% | +21.6% |
| 3M | +14.9% | -2.5% | +17.4% | +9.0% |
| 6M | -10.5% | +28.2% | -38.7% | -27.5% |
| YTD | +19.3% | +69.8% | -50.5% | -14.3% |
| 1Y | +50.8% | +162.9% | -112.1% | -8.4% |
| All | +50.8% | +162.8% | -112.0% | -8.4% |
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 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