+508.7%
ONTO vs CLBK
+48.4%
+460.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.8% |
| 7D | +16.4% | +2.2% | +14.2% | +15.5% |
| 30D | -21.4% | +5.0% | -26.4% | -23.3% |
| 3M | -32.7% | +3.3% | -36.0% | -33.9% |
| 6M | -25.2% | +29.6% | -54.8% | -34.4% |
| YTD | +36.2% | +62.1% | -25.9% | +6.3% |
| 1Y | +61.2% | +64.3% | -3.2% | +24.7% |
| 3Y | +58.7% | +55.6% | +3.0% | +20.4% |
| 5Y | +143.6% | +29.3% | +114.4% | +87.5% |
| All | +508.7% | +48.4% | +460.3% | +332.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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