+341.5%
ONTO vs CASY
+331.3%
+10.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +2.2% | -17.8% | -16.4% |
| 7D | -29.7% | +1.8% | -31.5% | -30.3% |
| 30D | -50.3% | +11.2% | -61.5% | -52.5% |
| 3M | -43.5% | -19.1% | -24.4% | -39.6% |
| 6M | -48.9% | -19.9% | -29.0% | -46.1% |
| YTD | -1.2% | +25.2% | -26.4% | -14.6% |
| 1Y | +14.9% | +31.6% | -16.7% | -3.4% |
| 3Y | +31.2% | +155.4% | -124.2% | -20.2% |
| 5Y | +68.1% | +251.5% | -183.5% | -14.1% |
| All | +341.5% | +331.3% | +10.3% | +95.4% |
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