-53.3%
CSGP vs ONTO
+46.1%
-99.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -8.7% | +12.7% | +2.2% |
| 7D | +18.3% | -17.4% | +35.7% | +14.2% |
| 30D | +17.8% | -43.2% | +61.0% | +8.1% |
| 3M | +9.3% | -35.7% | +45.0% | +2.8% |
| 6M | -7.9% | -38.3% | +30.4% | -13.1% |
| YTD | -51.5% | +17.1% | -68.6% | -55.4% |
| 1Y | -53.3% | +43.1% | -96.5% | -58.2% |
| All | -53.3% | +46.1% | -99.4% | -58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling