-22.9%
CLX vs ONTO
+658.6%
-681.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -1.3% |
| 7D | -9.2% | -1.0% | -8.2% | -9.2% |
| 30D | -11.0% | -2.9% | -8.2% | -11.1% |
| 3M | +5.0% | -2.5% | +7.5% | +4.9% |
| 6M | -18.8% | +28.2% | -47.0% | -19.1% |
| YTD | -4.4% | +69.8% | -74.2% | -4.9% |
| 1Y | -21.9% | +162.9% | -184.7% | -22.6% |
| 3Y | -32.8% | +95.9% | -128.7% | -34.2% |
| 5Y | -34.6% | +244.5% | -279.0% | -37.6% |
| All | -22.9% | +658.6% | -681.5% | -34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling