+66.6%
CNP vs ONTO
+695.7%
-629.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | +0.6% |
| 7D | +1.6% | +9.7% | -8.0% | +0.6% |
| 30D | -0.8% | -8.8% | +8.0% | -0.1% |
| 3M | -3.6% | +4.5% | -8.1% | -5.7% |
| 6M | -6.9% | +56.4% | -63.4% | -14.4% |
| YTD | +6.4% | +78.1% | -71.6% | -4.3% |
| 1Y | +9.9% | +171.3% | -161.3% | -7.7% |
| 3Y | +53.1% | +118.7% | -65.6% | +20.1% |
| 5Y | +72.0% | +269.4% | -197.4% | +6.7% |
| All | +66.6% | +695.7% | -629.1% | -42.4% |
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