+238.0%
ONTO vs CASY
+276.6%
-38.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -2.9% | -11.3% | +8.5% | +1.1% |
| 3M | -2.5% | -0.6% | -1.8% | -4.9% |
| 6M | +28.2% | +10.7% | +17.5% | +19.5% |
| YTD | +69.8% | +37.1% | +32.7% | +44.5% |
| 1Y | +162.9% | +52.3% | +110.6% | +112.1% |
| 3Y | +95.9% | +215.2% | -119.2% | +12.2% |
| All | +238.0% | +276.6% | -38.6% | +68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling