-23.3%
ONON vs WCC
+218.1%
-241.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.3% | +1.4% |
| 7D | -5.3% | +1.7% | -7.0% | -6.1% |
| 30D | -13.1% | -6.1% | -7.1% | -11.1% |
| 3M | -29.3% | +3.1% | -32.4% | -31.5% |
| 6M | -34.5% | +28.2% | -62.8% | -43.3% |
| YTD | -42.2% | +41.1% | -83.3% | -52.5% |
| 1Y | -37.3% | +61.3% | -98.6% | -52.2% |
| 3Y | -9.3% | +123.6% | -132.9% | -46.4% |
| All | -23.3% | +218.1% | -241.3% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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