+50.0%
ONTO vs COPX
+128.6%
-78.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.4% | -1.0% |
| 7D | +17.5% | -2.8% | +20.3% | +20.4% |
| 30D | -15.7% | -14.3% | -1.3% | -4.4% |
| 3M | -39.7% | -19.0% | -20.7% | -28.7% |
| 6M | -26.5% | -24.4% | -2.1% | -9.0% |
| YTD | +29.0% | -3.2% | +32.2% | +31.1% |
| 1Y | +57.0% | +15.2% | +41.8% | +40.4% |
| 3Y | +50.0% | +127.6% | -77.6% | -0.6% |
| All | +50.0% | +128.6% | -78.6% | -0.6% |
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