-60.3%
CSGP vs ONTO
+45.4%
-105.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +11.1% | -15.8% | -4.5% |
| 7D | +1.3% | -14.0% | +15.3% | +1.1% |
| 30D | +10.7% | -43.1% | +53.8% | +10.8% |
| 3M | +3.3% | -35.5% | +38.8% | +2.9% |
| 6M | -10.3% | -41.1% | +30.7% | -11.5% |
| YTD | -54.6% | +9.8% | -64.3% | -58.4% |
| 1Y | -54.6% | +31.5% | -86.2% | -59.5% |
| 3Y | -60.3% | +45.2% | -105.5% | -68.5% |
| All | -60.3% | +45.4% | -105.7% | -68.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling