+146.2%
CVE vs ONTO
+73.6%
+72.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -15.6% | +12.9% | -0.6% |
| 7D | -14.1% | -29.7% | +15.6% | -10.0% |
| 30D | -11.6% | -50.3% | +38.7% | -3.3% |
| 3M | 0.0% | -43.5% | +43.5% | +6.6% |
| 6M | -8.4% | -48.9% | +40.5% | -2.7% |
| YTD | +65.9% | -1.2% | +67.1% | +54.8% |
| 1Y | +69.4% | +14.9% | +54.5% | +53.1% |
| 3Y | +55.9% | +31.2% | +24.7% | +25.3% |
| 5Y | +146.2% | +68.1% | +78.1% | +65.7% |
| All | +146.2% | +73.6% | +72.6% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling