+31.5%
ONTO vs CP
+32.2%
-0.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.7% | +12.8% | +11.3% |
| 7D | -14.0% | +2.8% | -16.8% | -14.6% |
| 30D | -43.1% | +10.2% | -53.3% | -44.9% |
| 3M | -35.5% | +2.4% | -37.9% | -35.6% |
| 6M | -41.1% | +7.7% | -48.7% | -43.0% |
| YTD | +9.8% | +26.0% | -16.2% | +1.4% |
| 1Y | +31.5% | +34.6% | -3.1% | +11.6% |
| All | +31.5% | +32.2% | -0.6% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling