+658.6%
ONTO vs COPX
+487.0%
+171.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.6% |
| 7D | -1.0% | -4.0% | +3.0% | +1.8% |
| 30D | -2.9% | +4.5% | -7.4% | -6.1% |
| 3M | -2.5% | +0.8% | -3.3% | -2.8% |
| 6M | +28.2% | +3.2% | +25.0% | +24.7% |
| YTD | +69.8% | +26.7% | +43.1% | +41.6% |
| 1Y | +162.9% | +85.7% | +77.2% | +68.8% |
| 3Y | +95.9% | +151.2% | -55.2% | -0.8% |
| 5Y | +244.5% | +170.0% | +74.5% | +58.6% |
| All | +658.6% | +487.0% | +171.6% | +64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling