+69.5%
CLF vs ONTO
+449.2%
-379.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +12.0% | -5.0% | +1.9% |
| 7D | -14.1% | +1.4% | -15.5% | -14.8% |
| 30D | -5.5% | -34.1% | +28.6% | +11.6% |
| 3M | 0.0% | -37.1% | +37.1% | +18.1% |
| 6M | +11.3% | -31.8% | +43.1% | +19.6% |
| YTD | -7.7% | +22.9% | -30.6% | -26.9% |
| 1Y | +17.5% | +39.5% | -22.0% | -12.8% |
| 3Y | -25.4% | +57.7% | -83.1% | -56.7% |
| 5Y | -46.0% | +115.8% | -161.8% | -76.7% |
| All | +69.5% | +449.2% | -379.7% | -67.8% |
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