+593.1%
CEG vs ONTO
+112.7%
+480.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | +0.1% |
| 7D | +12.1% | +17.5% | -5.4% | +6.7% |
| 30D | +0.2% | -15.7% | +15.9% | +4.5% |
| 3M | +0.7% | -39.7% | +40.4% | +14.9% |
| 6M | +2.2% | -26.5% | +28.7% | +5.9% |
| YTD | -20.3% | +29.0% | -49.3% | -32.1% |
| 1Y | -16.1% | +57.0% | -73.0% | -32.9% |
| 3Y | +134.7% | +50.0% | +84.7% | +88.1% |
| All | +593.1% | +112.7% | +480.4% | +363.9% |
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