+155.3%
CSCO vs ONTO
+449.2%
-293.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.0% | -6.9% | +2.9% |
| 7D | -2.9% | +1.4% | -4.3% | -3.5% |
| 30D | -16.7% | -34.1% | +17.4% | -10.6% |
| 3M | -18.4% | -37.1% | +18.6% | -12.4% |
| 6M | +2.9% | -31.8% | +34.8% | +7.2% |
| YTD | +30.4% | +22.9% | +7.5% | +20.7% |
| 1Y | +41.4% | +39.5% | +1.9% | +27.5% |
| 3Y | +104.7% | +57.7% | +47.0% | +63.3% |
| 5Y | +96.9% | +115.8% | -18.9% | +37.2% |
| All | +155.3% | +449.2% | -293.9% | +21.6% |
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