-54.6%
CSGP vs ONTO
+27.4%
-82.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +11.1% | -15.8% | -2.4% |
| 7D | +1.3% | -14.0% | +15.3% | -1.3% |
| 30D | +10.7% | -43.1% | +53.8% | +1.4% |
| 3M | +3.3% | -35.5% | +38.8% | -2.8% |
| 6M | -10.3% | -41.1% | +30.7% | -16.2% |
| YTD | -54.6% | +9.8% | -64.3% | -57.8% |
| 1Y | -54.6% | +31.5% | -86.2% | -58.1% |
| All | -54.6% | +27.4% | -82.0% | -58.1% |
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