+79.6%
CVS vs ONTO
+661.2%
-581.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.1% |
| 7D | -2.0% | +6.5% | -8.5% | -2.4% |
| 30D | +1.9% | -15.9% | +17.8% | +3.0% |
| 3M | -2.2% | -0.2% | -2.0% | -3.2% |
| 6M | +26.7% | +38.7% | -12.0% | +21.2% |
| YTD | +22.9% | +70.4% | -47.5% | +15.0% |
| 1Y | +32.9% | +153.6% | -120.7% | +19.4% |
| 3Y | +62.3% | +109.2% | -46.9% | +39.0% |
| 5Y | +34.2% | +249.7% | -215.5% | +0.4% |
| All | +79.6% | +661.2% | -581.6% | +1.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling