-45.3%
CSGP vs ONTO
+390.5%
-435.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +11.1% | -15.8% | -6.0% |
| 7D | +1.3% | -14.0% | +15.3% | +2.7% |
| 30D | +10.7% | -43.1% | +53.8% | +18.1% |
| 3M | +3.3% | -35.5% | +38.8% | +6.9% |
| 6M | -10.3% | -41.1% | +30.7% | -9.0% |
| YTD | -54.6% | +9.8% | -64.3% | -60.3% |
| 1Y | -54.6% | +31.5% | -86.2% | -62.1% |
| 3Y | -60.3% | +45.2% | -105.5% | -71.4% |
| 5Y | -63.3% | +86.7% | -150.0% | -76.9% |
| All | -45.3% | +390.5% | -435.7% | -77.0% |
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