-1.5%
CNC vs ONTO
+106.2%
-107.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +2.1% |
| 7D | -3.9% | +6.5% | -10.4% | -3.9% |
| 30D | +0.8% | -15.9% | +16.7% | +0.8% |
| 3M | +0.1% | -0.2% | +0.2% | +0.1% |
| 6M | +79.7% | +38.7% | +40.9% | +78.5% |
| YTD | +58.9% | +70.4% | -11.4% | +57.8% |
| 1Y | +109.1% | +153.6% | -44.5% | +108.3% |
| All | -1.5% | +106.2% | -107.7% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling