-7.8%
ONON vs CASY
+209.8%
-217.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.4% | -2.0% |
| 7D | -1.7% | -4.4% | +2.7% | -0.8% |
| 30D | -27.4% | -12.0% | -15.3% | -25.5% |
| 3M | -26.5% | -2.3% | -24.2% | -26.7% |
| 6M | -34.2% | +10.5% | -44.8% | -36.6% |
| YTD | -41.3% | +33.0% | -74.4% | -46.1% |
| 1Y | -39.7% | +41.1% | -80.8% | -45.7% |
| 3Y | -7.8% | +207.5% | -215.3% | -27.6% |
| All | -7.8% | +209.8% | -217.6% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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