+695.7%
ONTO vs CPAY
+35.3%
+660.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +6.2% |
| 7D | +9.7% | +0.6% | +9.1% | +9.1% |
| 30D | -8.8% | +3.6% | -12.4% | -11.2% |
| 3M | +4.5% | +16.6% | -12.1% | -7.4% |
| 6M | +56.4% | +29.5% | +26.9% | +27.5% |
| YTD | +78.1% | +35.3% | +42.8% | +38.6% |
| 1Y | +171.3% | +30.6% | +140.6% | +113.0% |
| 3Y | +118.7% | +49.7% | +68.9% | +54.5% |
| 5Y | +269.4% | +54.4% | +215.0% | +148.3% |
| All | +695.7% | +35.3% | +660.3% | +490.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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