+3.5%
COR vs ONTO
+46.1%
-42.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -8.7% | +12.6% | +3.6% |
| 7D | +9.1% | -17.4% | +26.5% | +8.3% |
| 30D | +12.4% | -43.2% | +55.6% | +10.2% |
| 3M | +15.8% | -35.7% | +51.5% | +14.1% |
| 6M | +17.1% | -38.3% | +55.4% | +14.9% |
| YTD | +5.4% | +17.1% | -11.6% | -1.0% |
| 1Y | +3.5% | +43.1% | -39.6% | -1.5% |
| All | +3.5% | +46.1% | -42.6% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling