+658.6%
ONTO vs CCEP
+139.1%
+519.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.1% | +9.3% | +7.6% |
| 7D | -1.0% | -3.1% | +2.0% | +0.3% |
| 30D | -2.9% | -2.6% | -0.3% | -2.0% |
| 3M | -2.5% | +14.9% | -17.4% | -10.6% |
| 6M | +28.2% | +2.3% | +26.0% | +24.8% |
| YTD | +69.8% | +17.8% | +51.9% | +53.0% |
| 1Y | +162.9% | +24.2% | +138.7% | +128.6% |
| 3Y | +95.9% | +84.7% | +11.2% | +33.5% |
| 5Y | +244.5% | +103.2% | +141.3% | +118.6% |
| All | +658.6% | +139.1% | +519.5% | +343.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 all: compounded portfolio wealth divided by compounded CCEP 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…
all analysis · Full analysis span regression · 6 months rolling