+390.5%
ONTO vs CASY
+330.1%
+60.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.3% | +11.4% | +11.2% |
| 7D | -14.0% | +1.1% | -15.1% | -14.5% |
| 30D | -43.1% | +8.7% | -51.8% | -45.2% |
| 3M | -35.5% | -17.3% | -18.2% | -31.7% |
| 6M | -41.1% | -19.7% | -21.3% | -38.0% |
| YTD | +9.8% | +24.8% | -15.1% | -5.1% |
| 1Y | +31.5% | +31.9% | -0.4% | +10.4% |
| 3Y | +45.2% | +155.4% | -110.2% | -11.8% |
| 5Y | +86.7% | +250.6% | -163.9% | -4.5% |
| All | +390.5% | +330.1% | +60.4% | +117.2% |
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