+390.5%
ONTO vs COO
-11.8%
+402.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +12.0% |
| 7D | -14.0% | +4.7% | -18.8% | -16.5% |
| 30D | -43.1% | +13.9% | -57.0% | -47.6% |
| 3M | -35.5% | -14.9% | -20.6% | -31.2% |
| 6M | -41.1% | +2.0% | -43.1% | -45.0% |
| YTD | +9.8% | -23.9% | +33.7% | +23.4% |
| 1Y | +31.5% | -9.6% | +41.1% | +31.8% |
| 3Y | +45.2% | -25.4% | +70.6% | +53.7% |
| 5Y | +86.7% | -41.2% | +127.9% | +130.4% |
| All | +390.5% | -11.8% | +402.3% | +359.7% |
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