+58.6%
CVE vs ONTO
+30.9%
+27.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -15.6% | +12.9% | -1.1% |
| 7D | -14.1% | -29.7% | +15.6% | -11.0% |
| 30D | -11.6% | -50.3% | +38.7% | -5.4% |
| 3M | 0.0% | -43.5% | +43.5% | +4.9% |
| 6M | -8.4% | -48.9% | +40.5% | -4.1% |
| YTD | +65.9% | -1.2% | +67.1% | +55.6% |
| 1Y | +69.4% | +14.9% | +54.5% | +54.6% |
| All | +58.6% | +30.9% | +27.7% | +27.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling