+325.0%
CVE vs ONTO
+658.6%
-333.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -2.9% |
| 7D | +2.5% | -1.0% | +3.5% | +2.6% |
| 30D | +16.7% | -2.9% | +19.6% | +16.2% |
| 3M | +9.3% | -2.5% | +11.7% | +5.2% |
| 6M | +43.6% | +28.2% | +15.4% | +24.7% |
| YTD | +93.6% | +69.8% | +23.8% | +53.1% |
| 1Y | +98.8% | +162.9% | -64.1% | +34.5% |
| 3Y | +73.6% | +95.9% | -22.3% | +10.0% |
| 5Y | +312.5% | +244.5% | +68.0% | +77.4% |
| All | +325.0% | +658.6% | -333.6% | +6.2% |
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