-25.8%
CLX vs ONTO
+688.0%
-713.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.2% |
| 7D | -4.9% | +9.4% | -14.3% | -4.9% |
| 30D | -15.8% | -4.4% | -11.4% | -15.8% |
| 3M | -7.9% | +1.6% | -9.5% | -8.0% |
| 6M | -19.0% | +45.3% | -64.3% | -19.4% |
| YTD | -7.9% | +76.4% | -84.3% | -8.4% |
| 1Y | -25.4% | +167.2% | -192.5% | -26.0% |
| 3Y | -35.0% | +116.6% | -151.6% | -36.6% |
| 5Y | -36.8% | +263.7% | -300.5% | -39.7% |
| All | -25.8% | +688.0% | -713.8% | -36.7% |
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