+62.8%
CRM vs ONTO
+696.1%
-633.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.6% | +1.0% |
| 7D | -4.4% | +4.9% | -9.4% | -5.4% |
| 30D | +28.1% | -16.6% | +44.8% | +32.1% |
| 3M | +48.8% | -7.3% | +56.2% | +45.2% |
| 6M | +28.3% | +45.9% | -17.7% | +8.5% |
| YTD | -6.0% | +78.2% | -84.2% | -26.0% |
| 1Y | +1.4% | +159.8% | -158.4% | -29.5% |
| 3Y | +11.8% | +123.4% | -111.6% | -29.1% |
| 5Y | -2.0% | +265.8% | -267.8% | -50.6% |
| All | +62.8% | +696.1% | -633.3% | -44.4% |
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