+115.8%
ONTO vs COPX
+128.0%
-12.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.6% | +6.4% | +8.0% |
| 7D | +1.4% | +3.3% | -1.9% | -0.5% |
| 30D | -34.1% | -12.2% | -21.9% | -27.1% |
| 3M | -37.1% | -14.5% | -22.5% | -29.3% |
| 6M | -31.8% | -12.2% | -19.7% | -24.7% |
| YTD | +22.9% | +5.2% | +17.7% | +18.5% |
| 1Y | +39.5% | +27.0% | +12.6% | +18.6% |
| 3Y | +57.7% | +149.1% | -91.5% | -14.7% |
| 5Y | +115.8% | +132.1% | -16.3% | +17.5% |
| All | +115.8% | +128.0% | -12.1% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling