+81.7%
CLF vs ONTO
+508.7%
-427.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.9% | -6.7% | -1.6% |
| 7D | +2.3% | +16.4% | -14.0% | -4.4% |
| 30D | +1.9% | -21.4% | +23.4% | +11.8% |
| 3M | +5.9% | -32.7% | +38.6% | +21.9% |
| 6M | +16.9% | -25.2% | +42.1% | +20.7% |
| YTD | -1.1% | +36.2% | -37.3% | -25.1% |
| 1Y | +28.8% | +61.2% | -32.3% | -10.4% |
| 3Y | -20.6% | +58.7% | -79.3% | -53.4% |
| 5Y | -41.5% | +143.6% | -185.2% | -76.2% |
| All | +81.7% | +508.7% | -427.0% | -67.0% |
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