+301.6%
CDE vs ONTO
+696.1%
-394.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | -0.6% |
| 7D | -3.1% | +4.9% | -8.1% | -5.0% |
| 30D | +9.5% | -16.6% | +26.1% | +16.5% |
| 3M | +25.5% | -7.3% | +32.8% | +24.6% |
| 6M | -7.9% | +45.9% | -53.8% | -23.9% |
| YTD | +15.6% | +78.2% | -62.6% | -11.4% |
| 1Y | +34.0% | +159.8% | -125.8% | -11.7% |
| 3Y | +791.9% | +123.4% | +668.5% | +442.3% |
| 5Y | +197.7% | +265.8% | -68.1% | +25.5% |
| All | +301.6% | +696.1% | -394.5% | -12.3% |
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