+274.8%
CVE vs ONTO
+508.7%
-233.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.9% | -6.2% | +0.5% |
| 7D | +0.1% | +16.4% | -16.3% | -4.3% |
| 30D | -10.8% | -21.4% | +10.6% | -6.5% |
| 3M | -4.3% | -32.7% | +28.4% | +3.0% |
| 6M | -1.5% | -25.2% | +23.7% | -0.9% |
| YTD | +70.7% | +36.2% | +34.5% | +39.8% |
| 1Y | +58.1% | +61.2% | -3.1% | +22.2% |
| 3Y | +69.8% | +58.7% | +11.2% | +12.0% |
| 5Y | +148.9% | +143.6% | +5.3% | +20.0% |
| All | +274.8% | +508.7% | -233.9% | -3.0% |
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