+68.1%
ONTO vs CP
+27.2%
+40.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.7% | -14.9% | -15.1% |
| 7D | -29.7% | +6.1% | -35.8% | -32.9% |
| 30D | -50.3% | +9.8% | -60.0% | -54.0% |
| 3M | -43.5% | +2.7% | -46.2% | -45.0% |
| 6M | -48.9% | +12.8% | -61.6% | -54.3% |
| YTD | -1.2% | +28.2% | -29.3% | -20.7% |
| 1Y | +14.9% | +34.1% | -19.2% | -11.0% |
| 3Y | +31.2% | +28.9% | +2.3% | +3.9% |
| 5Y | +68.1% | +27.1% | +41.0% | +31.5% |
| All | +68.1% | +27.2% | +40.9% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling