+648.9%
CRS vs ONTO
+118.2%
+530.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.9% | -8.4% | -4.9% |
| 7D | -3.1% | +9.7% | -12.7% | -5.6% |
| 30D | -19.6% | -8.8% | -10.8% | -18.2% |
| 3M | -8.1% | +4.5% | -12.6% | -11.7% |
| 6M | +18.6% | +56.4% | -37.9% | +0.7% |
| YTD | +45.9% | +78.1% | -32.2% | +18.7% |
| 1Y | +82.5% | +171.3% | -88.8% | +31.4% |
| 3Y | +648.9% | +118.7% | +530.2% | +405.0% |
| All | +648.9% | +118.2% | +530.7% | +405.0% |
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