+7.2%
CNC vs ONTO
+258.9%
-251.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.8% |
| 7D | -4.9% | +9.4% | -14.2% | -5.1% |
| 30D | -3.8% | -4.4% | +0.7% | -3.8% |
| 3M | -3.2% | +1.6% | -4.8% | -3.7% |
| 6M | +47.9% | +45.3% | +2.6% | +44.6% |
| YTD | +55.7% | +76.4% | -20.7% | +51.0% |
| 1Y | +106.2% | +167.2% | -60.9% | +97.2% |
| 3Y | -2.1% | +116.6% | -118.6% | -8.9% |
| All | +7.2% | +258.9% | -251.7% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling