+29.0%
ONON vs CASY
+156.4%
-127.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.9% | -8.5% | -7.7% |
| 7D | -4.9% | +5.0% | -9.9% | -5.8% |
| 30D | -1.1% | +8.2% | -9.3% | -2.7% |
| 3M | -10.5% | -18.2% | +7.7% | -7.2% |
| 6M | -1.5% | -18.6% | +17.1% | +2.1% |
| YTD | -25.3% | +26.8% | -52.1% | -31.5% |
| 1Y | -0.7% | +31.6% | -32.3% | -10.1% |
| 3Y | +29.0% | +156.5% | -127.5% | -4.5% |
| All | +29.0% | +156.4% | -127.4% | -4.5% |
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