+476.3%
ONTO vs COO
-11.4%
+487.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.3% |
| 7D | +17.5% | +0.5% | +17.0% | +17.3% |
| 30D | -15.7% | +14.2% | -29.8% | -22.3% |
| 3M | -39.7% | -18.2% | -21.5% | -34.1% |
| 6M | -26.5% | +5.3% | -31.8% | -32.6% |
| YTD | +29.0% | -23.6% | +52.5% | +44.7% |
| 1Y | +57.0% | -12.7% | +69.6% | +60.9% |
| 3Y | +50.0% | -24.2% | +74.2% | +57.1% |
| 5Y | +127.3% | -40.0% | +167.2% | +178.0% |
| All | +476.3% | -11.4% | +487.8% | +439.2% |
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