+322.1%
CORZ vs ONTO
+19.9%
+302.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +2.5% |
| 7D | +23.5% | +17.5% | +6.0% | +13.7% |
| 30D | +7.5% | -15.7% | +23.1% | +17.1% |
| 3M | -26.6% | -39.7% | +13.1% | -6.4% |
| 6M | -39.5% | -26.5% | -13.0% | -32.4% |
| YTD | -0.3% | +29.0% | -29.3% | -15.0% |
| 1Y | -4.2% | +57.0% | -61.2% | -25.5% |
| All | +322.1% | +19.9% | +302.2% | +250.0% |
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 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