+332.0%
CDNS vs ONTO
+688.0%
-356.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.5% |
| 7D | -7.2% | +9.4% | -16.6% | -10.3% |
| 30D | -14.3% | -4.4% | -9.8% | -13.8% |
| 3M | -27.2% | +1.6% | -28.8% | -31.3% |
| 6M | -4.5% | +45.3% | -49.8% | -22.9% |
| YTD | -9.0% | +76.4% | -85.3% | -32.6% |
| 1Y | -21.3% | +167.2% | -188.5% | -51.4% |
| 3Y | +19.6% | +116.6% | -97.0% | -28.8% |
| 5Y | +71.5% | +263.7% | -192.2% | -24.1% |
| All | +332.0% | +688.0% | -356.0% | +17.3% |
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