+459.0%
ONTO vs COO
-10.1%
+469.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.1% |
| 7D | -2.4% | +4.5% | -6.9% | -4.9% |
| 30D | -32.9% | +16.9% | -49.9% | -39.0% |
| 3M | -32.2% | -16.7% | -15.5% | -26.6% |
| 6M | -30.6% | +5.9% | -36.6% | -36.5% |
| YTD | +25.1% | -22.4% | +47.6% | +39.4% |
| 1Y | +40.0% | -10.1% | +50.1% | +41.2% |
| 3Y | +45.7% | -22.8% | +68.5% | +51.1% |
| 5Y | +128.8% | -41.4% | +170.2% | +184.5% |
| All | +459.0% | -10.1% | +469.2% | +419.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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