+696.1%
ONTO vs CGNX
+29.1%
+667.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.1% | +0.5% | +2.1% |
| 7D | +4.9% | +3.2% | +1.8% | +3.0% |
| 30D | -16.6% | +6.0% | -22.6% | -19.4% |
| 3M | -7.3% | +3.5% | -10.9% | -7.6% |
| 6M | +45.9% | +26.3% | +19.6% | +30.2% |
| YTD | +78.2% | +79.2% | -1.1% | +21.3% |
| 1Y | +159.8% | +43.8% | +116.0% | +101.7% |
| 3Y | +123.4% | +52.0% | +71.5% | +57.0% |
| 5Y | +265.8% | -24.0% | +289.8% | +283.5% |
| All | +696.1% | +29.1% | +667.0% | +473.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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