+349.1%
COR vs ONTO
+688.0%
-338.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | -0.4% |
| 7D | -3.9% | +9.4% | -13.2% | -4.4% |
| 30D | -0.3% | -4.4% | +4.1% | -0.3% |
| 3M | +15.9% | +1.6% | +14.3% | +14.3% |
| 6M | -10.3% | +45.3% | -55.5% | -14.2% |
| YTD | -3.7% | +76.4% | -80.1% | -9.4% |
| 1Y | +9.1% | +167.2% | -158.1% | -1.1% |
| 3Y | +86.6% | +116.6% | -30.0% | +60.9% |
| 5Y | +180.9% | +263.7% | -82.8% | +108.7% |
| All | +349.1% | +688.0% | -338.9% | +137.3% |
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