+639.7%
CEG vs ONTO
+193.6%
+446.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -1.4% |
| 7D | +6.7% | +9.7% | -3.0% | +3.7% |
| 30D | +11.0% | -8.8% | +19.8% | +13.3% |
| 3M | +19.5% | +4.5% | +15.0% | +13.2% |
| 6M | -5.9% | +56.4% | -62.3% | -22.5% |
| YTD | -15.0% | +78.1% | -93.0% | -33.2% |
| 1Y | +0.6% | +171.3% | -170.6% | -31.1% |
| 3Y | +180.6% | +118.7% | +62.0% | +104.7% |
| All | +639.7% | +193.6% | +446.1% | +356.4% |
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 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