+54.7%
ONTO vs CP
+33.3%
+21.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.6% |
| 7D | +34.4% | +0.9% | +33.5% | +34.1% |
| 30D | -20.4% | +10.3% | -30.8% | -22.4% |
| 3M | -37.8% | +2.3% | -40.1% | -37.7% |
| 6M | -24.6% | +10.7% | -35.3% | -27.2% |
| YTD | +32.8% | +29.3% | +3.5% | +23.7% |
| 1Y | +54.7% | +31.5% | +23.3% | +41.6% |
| All | +54.7% | +33.3% | +21.5% | +41.6% |
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