+57.5%
CVE vs ONTO
+36.2%
+21.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.3% |
| 7D | -10.0% | -2.4% | -7.6% | -10.0% |
| 30D | -11.9% | -32.9% | +21.1% | -12.2% |
| 3M | -5.9% | -32.2% | +26.3% | -6.1% |
| 6M | -1.6% | -30.6% | +29.1% | -2.0% |
| YTD | +66.3% | +25.1% | +41.2% | +69.1% |
| 1Y | +57.5% | +40.0% | +17.5% | +63.9% |
| All | +57.5% | +36.2% | +21.4% | +63.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling