+241.5%
CTVA vs ONTO
+696.1%
-454.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -1.4% |
| 7D | -4.5% | +4.9% | -9.5% | -5.2% |
| 30D | +11.3% | -16.6% | +27.9% | +13.9% |
| 3M | +12.3% | -7.3% | +19.7% | +11.0% |
| 6M | +7.2% | +45.9% | -38.8% | -3.4% |
| YTD | +26.0% | +78.2% | -52.2% | +8.8% |
| 1Y | +16.0% | +159.8% | -143.8% | -8.0% |
| 3Y | +73.9% | +123.4% | -49.5% | +27.5% |
| 5Y | +103.8% | +265.8% | -162.0% | +18.2% |
| All | +241.5% | +696.1% | -454.6% | +29.1% |
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 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