+390.5%
ONTO vs CP
+114.6%
+275.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.7% | +12.8% | +12.4% |
| 7D | -14.0% | +2.8% | -16.8% | -16.2% |
| 30D | -43.1% | +10.2% | -53.3% | -47.9% |
| 3M | -35.5% | +2.4% | -37.9% | -37.3% |
| 6M | -41.1% | +7.7% | -48.7% | -45.7% |
| YTD | +9.8% | +26.0% | -16.2% | -11.6% |
| 1Y | +31.5% | +34.6% | -3.1% | +0.4% |
| 3Y | +45.2% | +26.7% | +18.5% | +15.5% |
| 5Y | +86.7% | +24.9% | +61.8% | +47.8% |
| All | +390.5% | +114.6% | +275.8% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling