+658.6%
ONTO vs COO
-1.6%
+660.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +7.0% |
| 7D | -1.0% | -2.2% | +1.2% | +0.2% |
| 30D | -2.9% | -7.0% | +4.1% | +0.8% |
| 3M | -2.5% | +12.2% | -14.7% | -11.3% |
| 6M | +28.2% | -15.1% | +43.3% | +38.6% |
| YTD | +69.8% | -15.1% | +84.9% | +83.5% |
| 1Y | +162.9% | +2.3% | +160.5% | +150.1% |
| 3Y | +95.9% | -23.7% | +119.6% | +111.8% |
| 5Y | +244.5% | -38.9% | +283.4% | +329.0% |
| All | +658.6% | -1.6% | +660.2% | +583.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling