-0.8%
ONON vs CSGP
-66.2%
+65.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -10.1% | -7.1% | -3.0% | -7.0% |
| 30D | -1.8% | +3.6% | -5.4% | -4.6% |
| 3M | +12.3% | -2.7% | +15.0% | +11.5% |
| 6M | +2.0% | -8.1% | +10.0% | +2.9% |
| YTD | -25.3% | -55.0% | +29.7% | +7.2% |
| 1Y | -1.3% | -55.8% | +54.4% | +42.8% |
| 3Y | +29.0% | -62.0% | +91.0% | +92.2% |
| 5Y | -6.2% | -62.9% | +56.7% | +34.0% |
| All | -0.8% | -66.2% | +65.4% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 10y: compounded portfolio wealth divided by compounded CSGP 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…
10y analysis · Full analysis span regression · 6 months rolling