+18.8%
CLF vs ONTO
+33.8%
-15.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +12.0% | -5.0% | +3.9% |
| 7D | -14.1% | +1.4% | -15.5% | -14.4% |
| 30D | -5.5% | -34.1% | +28.6% | +2.7% |
| 3M | 0.0% | -37.1% | +37.1% | +9.1% |
| 6M | +11.3% | -31.8% | +43.1% | +13.8% |
| YTD | -7.7% | +22.9% | -30.6% | -22.7% |
| All | +18.8% | +33.8% | -15.0% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling