-10.4%
CLX vs ONTO
+459.0%
-469.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +1.0% |
| 7D | +13.6% | -2.4% | +16.1% | +13.6% |
| 30D | +29.1% | -32.9% | +62.0% | +28.8% |
| 3M | +1.6% | -32.2% | +33.8% | +1.4% |
| 6M | +18.7% | -30.6% | +49.3% | +18.4% |
| YTD | +11.1% | +25.1% | -14.0% | +10.3% |
| 1Y | +7.0% | +40.0% | -33.0% | +6.2% |
| 3Y | -10.0% | +45.7% | -55.7% | -12.0% |
| 5Y | -22.6% | +128.8% | -151.4% | -26.2% |
| All | -10.4% | +459.0% | -469.5% | -23.8% |
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