+238.0%
ONTO vs COO
-38.8%
+276.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.9% |
| 7D | -1.0% | -2.2% | +1.2% | +0.1% |
| 30D | -2.9% | -7.0% | +4.1% | +0.4% |
| 3M | -2.5% | +12.2% | -14.7% | -10.7% |
| 6M | +28.2% | -15.1% | +43.3% | +38.4% |
| YTD | +69.8% | -15.1% | +84.9% | +83.2% |
| 1Y | +162.9% | +2.3% | +160.5% | +151.5% |
| 3Y | +95.9% | -23.7% | +119.6% | +110.7% |
| All | +238.0% | -38.8% | +276.8% | +296.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling