+194.3%
CDE vs ONTO
+246.7%
-52.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.1% |
| 7D | -6.1% | +6.5% | -12.6% | -8.1% |
| 30D | +9.5% | -15.9% | +25.4% | +14.8% |
| 3M | +32.0% | -0.2% | +32.1% | +28.3% |
| 6M | -12.8% | +38.7% | -51.5% | -23.5% |
| YTD | +14.2% | +70.4% | -56.1% | -5.3% |
| 1Y | +36.3% | +153.6% | -117.3% | +0.6% |
| 3Y | +821.4% | +109.2% | +712.2% | +571.9% |
| 5Y | +194.3% | +249.7% | -55.5% | +74.8% |
| All | +194.3% | +246.7% | -52.5% | +74.8% |
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