+274.6%
CVE vs ONTO
+423.1%
-148.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -8.7% | +1.0% | -5.5% |
| 7D | -12.1% | -17.4% | +5.3% | -8.0% |
| 30D | -9.8% | -43.2% | +33.4% | +3.0% |
| 3M | -0.7% | -35.7% | +35.0% | +8.1% |
| 6M | -4.3% | -38.3% | +34.0% | +1.7% |
| YTD | +70.6% | +17.1% | +53.5% | +46.0% |
| 1Y | +73.2% | +43.1% | +30.0% | +38.2% |
| 3Y | +60.3% | +55.4% | +4.9% | +4.5% |
| 5Y | +159.3% | +111.2% | +48.1% | +29.8% |
| All | +274.6% | +423.1% | -148.6% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling