-53.5%
CSGP vs ONTO
+33.8%
-87.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.0% | -9.7% | +4.7% |
| 7D | -1.8% | +1.4% | -3.2% | -1.0% |
| 30D | +5.3% | -34.1% | +39.4% | -0.8% |
| 3M | +3.3% | -37.1% | +40.4% | -2.6% |
| 6M | -4.7% | -31.8% | +27.2% | -8.9% |
| YTD | -53.5% | +22.9% | -76.5% | -55.8% |
| All | -53.5% | +33.8% | -87.3% | -55.8% |
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 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