+69.5%
CNP vs ONTO
+449.2%
-379.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +12.0% | -11.6% | -0.9% |
| 7D | -4.3% | +1.4% | -5.7% | -4.7% |
| 30D | +5.7% | -34.1% | +39.8% | +9.8% |
| 3M | +0.9% | -37.1% | +38.0% | +4.9% |
| 6M | -1.1% | -31.8% | +30.8% | +0.3% |
| YTD | +8.3% | +22.9% | -14.7% | +0.5% |
| 1Y | +5.9% | +39.5% | -33.6% | -3.7% |
| 3Y | +64.6% | +57.7% | +7.0% | +32.3% |
| 5Y | +74.6% | +115.8% | -41.2% | +19.8% |
| All | +69.5% | +449.2% | -379.8% | -39.5% |
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