+217.6%
CTAS vs ONTO
+695.7%
-478.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | -0.8% |
| 7D | 0.0% | +9.7% | -9.7% | -1.6% |
| 30D | -1.0% | -8.8% | +7.8% | 0.0% |
| 3M | +15.8% | +4.5% | +11.3% | +10.9% |
| 6M | -1.0% | +56.4% | -57.4% | -14.1% |
| YTD | +7.4% | +78.1% | -70.7% | -10.3% |
| 1Y | -0.1% | +171.3% | -171.4% | -25.3% |
| 3Y | +66.3% | +118.7% | -52.4% | +14.7% |
| 5Y | +111.0% | +269.4% | -158.4% | +11.2% |
| All | +217.6% | +695.7% | -478.1% | +0.5% |
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 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