-23.3%
ONON vs CASY
+238.6%
-262.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -14.2% | +12.7% | +3.0% |
| 7D | -3.5% | -16.5% | +13.1% | +1.9% |
| 30D | -30.8% | -26.4% | -4.4% | -23.8% |
| 3M | -29.8% | -17.3% | -12.5% | -26.7% |
| 6M | -34.8% | -5.2% | -29.6% | -36.0% |
| YTD | -42.3% | +14.1% | -56.3% | -47.5% |
| 1Y | -39.5% | +16.6% | -56.1% | -45.9% |
| 3Y | -9.3% | +163.7% | -173.0% | -47.8% |
| All | -23.3% | +238.6% | -262.0% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling