-8.0%
CLX vs ONTO
+476.3%
-484.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +1.1% |
| 7D | +9.5% | +17.5% | -8.0% | +9.6% |
| 30D | +30.7% | -15.7% | +46.3% | +30.6% |
| 3M | +4.2% | -39.7% | +44.0% | +4.0% |
| 6M | +22.1% | -26.5% | +48.6% | +21.8% |
| YTD | +14.1% | +29.0% | -14.9% | +13.3% |
| 1Y | +10.3% | +57.0% | -46.6% | +9.4% |
| 3Y | -7.8% | +50.0% | -57.8% | -9.9% |
| 5Y | -20.8% | +127.3% | -148.1% | -24.4% |
| All | -8.0% | +476.3% | -484.3% | -21.7% |
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