+57.7%
ONTO vs COPX
+146.4%
-88.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.6% | +6.4% | +7.7% |
| 7D | +1.4% | +3.3% | -1.9% | -0.7% |
| 30D | -34.1% | -12.2% | -21.9% | -26.6% |
| 3M | -37.1% | -14.5% | -22.5% | -28.8% |
| 6M | -31.8% | -12.2% | -19.7% | -24.5% |
| YTD | +22.9% | +5.2% | +17.7% | +17.3% |
| 1Y | +39.5% | +27.0% | +12.6% | +16.1% |
| 3Y | +57.7% | +149.1% | -91.5% | -1.7% |
| All | +57.7% | +146.4% | -88.8% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 3y: compounded portfolio wealth divided by compounded COPX 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…
3y analysis · Full analysis span regression · 6 months rolling