+57.7%
CVE vs ONTO
+45.4%
+12.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.1% | -11.7% | -1.7% |
| 7D | -16.1% | -14.0% | -2.1% | -14.9% |
| 30D | -10.4% | -43.1% | +32.7% | -5.5% |
| 3M | -2.4% | -35.5% | +33.1% | +0.9% |
| 6M | -4.4% | -41.1% | +36.6% | -1.7% |
| YTD | +64.9% | +9.8% | +55.2% | +52.9% |
| 1Y | +66.0% | +31.5% | +34.5% | +49.0% |
| 3Y | +57.7% | +45.2% | +12.5% | +25.4% |
| All | +57.7% | +45.4% | +12.3% | +25.4% |
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