+518.2%
CEG vs ONTO
+81.0%
+437.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +11.1% | -6.8% | +1.0% |
| 7D | -4.7% | -14.0% | +9.3% | -0.8% |
| 30D | -16.6% | -43.1% | +26.5% | -2.2% |
| 3M | -4.1% | -35.5% | +31.4% | +6.8% |
| 6M | -22.3% | -41.1% | +18.7% | -13.9% |
| YTD | -28.9% | +9.8% | -38.7% | -36.3% |
| 1Y | -28.5% | +31.5% | -60.0% | -39.6% |
| 3Y | +104.3% | +45.2% | +59.1% | +67.8% |
| All | +518.2% | +81.0% | +437.3% | +334.9% |
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 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