+815.9%
CRS vs ONTO
+124.4%
+691.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -1.8% |
| 7D | +4.8% | +17.5% | -12.7% | -0.3% |
| 30D | -23.2% | -15.7% | -7.5% | -19.5% |
| 3M | -45.5% | -39.7% | -5.8% | -37.6% |
| 6M | -33.1% | -26.5% | -6.6% | -30.1% |
| YTD | -7.2% | +29.0% | -36.2% | -19.7% |
| 1Y | -10.0% | +57.0% | -67.0% | -27.0% |
| 3Y | +332.3% | +50.0% | +282.3% | +214.2% |
| All | +815.9% | +124.4% | +691.5% | +417.3% |
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 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