-65.3%
CSGP vs ONTO
+162.8%
-228.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.2% | -8.6% | -1.6% |
| 7D | -4.1% | -1.0% | -3.0% | -4.1% |
| 30D | +2.3% | -2.9% | +5.2% | +2.2% |
| 3M | -8.2% | -2.5% | -5.7% | -8.7% |
| 6M | -35.1% | +28.2% | -63.3% | -35.7% |
| YTD | -54.0% | +69.8% | -123.8% | -54.8% |
| 1Y | -65.3% | +162.9% | -228.2% | -67.3% |
| All | -65.3% | +162.8% | -228.1% | -67.3% |
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 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