+100.1%
ONTO vs CAI
-5.3%
+105.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.3% | +10.6% | +11.7% |
| 7D | +1.4% | -20.3% | +21.7% | +7.2% |
| 30D | -34.1% | -13.9% | -20.2% | -31.1% |
| 3M | -37.1% | +12.4% | -49.5% | -38.3% |
| 6M | -31.8% | +58.3% | -90.2% | -38.8% |
| YTD | +22.9% | -5.2% | +28.1% | +23.4% |
| 1Y | +39.5% | -0.2% | +39.7% | +38.2% |
| All | +100.1% | -5.3% | +105.4% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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