+73.9%
CNP vs ONTO
+84.2%
-10.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.1% | -9.4% | +1.5% |
| 7D | -4.2% | -14.0% | +9.8% | -4.0% |
| 30D | +5.5% | -43.1% | +48.6% | +6.4% |
| 3M | +0.6% | -35.5% | +36.1% | +1.1% |
| 6M | -2.8% | -41.1% | +38.2% | -2.4% |
| YTD | +7.9% | +9.8% | -1.9% | +6.3% |
| 1Y | +6.7% | +31.5% | -24.9% | +4.5% |
| 3Y | +61.1% | +45.2% | +16.0% | +52.3% |
| All | +73.9% | +84.2% | -10.3% | +54.8% |
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