+36.7%
CNC vs ONTO
+696.1%
-659.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +1.1% |
| 7D | -0.9% | +4.9% | -5.9% | -1.4% |
| 30D | -1.0% | -16.6% | +15.7% | +0.5% |
| 3M | +4.5% | -7.3% | +11.9% | +4.0% |
| 6M | +85.2% | +45.9% | +39.3% | +73.8% |
| YTD | +61.4% | +78.2% | -16.8% | +47.6% |
| 1Y | +94.9% | +159.8% | -64.9% | +69.9% |
| 3Y | 0.0% | +123.4% | -123.4% | -18.4% |
| 5Y | +11.2% | +265.8% | -254.6% | -23.9% |
| All | +36.7% | +696.1% | -659.4% | -36.0% |
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 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