+43.1%
ONTO vs CPB
-18.4%
+61.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +5.9% | -14.6% | -4.9% |
| 7D | -17.4% | +13.0% | -30.3% | -10.3% |
| 30D | -43.2% | +20.5% | -63.7% | -35.3% |
| 3M | -35.7% | +2.2% | -37.9% | -32.7% |
| 6M | -38.3% | +15.4% | -53.7% | -30.2% |
| YTD | +17.1% | -12.3% | +29.4% | +20.1% |
| 1Y | +43.1% | -18.0% | +61.1% | +43.7% |
| All | +43.1% | -18.4% | +61.6% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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