+449.2%
ONTO vs CASY
+332.9%
+116.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.8% |
| 7D | +1.4% | +3.6% | -2.2% | -0.1% |
| 30D | -34.1% | +7.2% | -41.3% | -36.2% |
| 3M | -37.1% | -16.9% | -20.1% | -33.5% |
| 6M | -31.8% | -19.3% | -12.5% | -28.4% |
| YTD | +22.9% | +25.6% | -2.7% | +6.1% |
| 1Y | +39.5% | +30.2% | +9.4% | +17.9% |
| 3Y | +57.7% | +154.9% | -97.2% | -4.0% |
| 5Y | +115.8% | +252.1% | -136.3% | +10.2% |
| All | +449.2% | +332.9% | +116.3% | +142.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling