+181.5%
CSCO vs ONTO
+695.7%
-514.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -0.9% |
| 7D | -0.5% | +9.7% | -10.2% | -2.2% |
| 30D | -10.1% | -8.8% | -1.3% | -9.0% |
| 3M | -11.7% | +4.5% | -16.2% | -14.1% |
| 6M | +40.1% | +56.4% | -16.3% | +25.6% |
| YTD | +43.8% | +78.1% | -34.3% | +25.4% |
| 1Y | +66.6% | +171.3% | -104.7% | +33.1% |
| 3Y | +108.5% | +118.7% | -10.1% | +57.9% |
| 5Y | +114.0% | +269.4% | -155.4% | +34.0% |
| All | +181.5% | +695.7% | -514.2% | +26.4% |
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