-44.0%
CSGP vs ONTO
+449.2%
-493.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.0% | -9.7% | +0.8% |
| 7D | -1.8% | +1.4% | -3.2% | -2.4% |
| 30D | +5.3% | -34.1% | +39.4% | +10.2% |
| 3M | +3.3% | -37.1% | +40.4% | +7.8% |
| 6M | -4.7% | -31.8% | +27.2% | -5.1% |
| YTD | -53.5% | +22.9% | -76.5% | -60.0% |
| 1Y | -53.7% | +39.5% | -93.2% | -61.4% |
| 3Y | -59.7% | +57.7% | -117.4% | -71.2% |
| 5Y | -62.5% | +115.8% | -178.3% | -76.9% |
| All | -44.0% | +449.2% | -493.3% | -76.8% |
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