+249.7%
ONTO vs CGNX
-27.6%
+277.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.2% |
| 7D | +6.5% | +1.5% | +5.0% | +5.7% |
| 30D | -15.9% | -1.8% | -14.1% | -15.0% |
| 3M | -0.2% | +5.3% | -5.4% | -0.8% |
| 6M | +38.7% | +22.3% | +16.4% | +27.4% |
| YTD | +70.4% | +72.2% | -1.8% | +22.4% |
| 1Y | +153.6% | +39.8% | +113.8% | +105.4% |
| 3Y | +109.2% | +44.8% | +64.4% | +55.2% |
| 5Y | +249.7% | -27.0% | +276.8% | +230.7% |
| All | +249.7% | -27.6% | +277.3% | +230.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling