+99.7%
ONTO vs CASY
+215.7%
-116.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -2.9% | -11.3% | +8.5% | +0.4% |
| 3M | -2.5% | -0.6% | -1.8% | -4.8% |
| 6M | +28.2% | +10.7% | +17.5% | +19.9% |
| YTD | +69.8% | +37.1% | +32.7% | +46.4% |
| 1Y | +162.9% | +52.3% | +110.6% | +115.5% |
| All | +99.7% | +215.7% | -116.0% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling