+444.5%
CORZ vs ONTO
+65.5%
+378.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.9% | -0.2% | +2.3% |
| 7D | +16.6% | +9.7% | +6.9% | +11.3% |
| 30D | -10.9% | -8.8% | -2.0% | -7.2% |
| 3M | -31.0% | +4.5% | -35.5% | -34.8% |
| 6M | +26.0% | +56.4% | -30.4% | -3.1% |
| YTD | +28.6% | +78.1% | -49.4% | -6.3% |
| 1Y | +34.5% | +171.3% | -136.8% | -20.4% |
| All | +444.5% | +65.5% | +378.9% | +286.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling