+259.2%
CTAS vs ONTO
+476.3%
-217.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.1% |
| 7D | +2.0% | +17.5% | -15.5% | -0.6% |
| 30D | +8.7% | -15.7% | +24.3% | +10.5% |
| 3M | +13.3% | -39.7% | +53.0% | +20.7% |
| 6M | +39.4% | -26.5% | +65.9% | +38.7% |
| YTD | +21.5% | +29.0% | -7.5% | +5.2% |
| 1Y | +21.9% | +57.0% | -35.1% | +0.7% |
| 3Y | +73.6% | +50.0% | +23.7% | +27.1% |
| 5Y | +116.2% | +127.3% | -11.0% | +26.9% |
| All | +259.2% | +476.3% | -217.1% | +17.9% |
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