+91.5%
ONTO vs CLBK
+24.6%
+66.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.0% | +10.1% | +10.8% |
| 7D | -14.0% | +0.6% | -14.7% | -14.2% |
| 30D | -43.1% | +2.9% | -45.9% | -43.7% |
| 3M | -35.5% | +3.0% | -38.5% | -36.1% |
| 6M | -41.1% | +27.3% | -68.4% | -45.5% |
| YTD | +9.8% | +58.0% | -48.2% | -5.4% |
| 1Y | +31.5% | +62.4% | -30.9% | +12.4% |
| 3Y | +45.2% | +46.9% | -1.8% | +25.0% |
| All | +91.5% | +24.6% | +66.9% | +67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling