+508.7%
ONTO vs CPB
-37.5%
+546.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.2% | +10.1% | +8.6% |
| 7D | +16.4% | -4.1% | +20.4% | +15.5% |
| 30D | -21.4% | +16.9% | -38.4% | -18.6% |
| 3M | -32.7% | -0.6% | -32.2% | -31.9% |
| 6M | -25.2% | +11.4% | -36.6% | -22.8% |
| YTD | +36.2% | -14.8% | +51.1% | +37.4% |
| 1Y | +61.2% | -24.8% | +85.9% | +61.1% |
| 3Y | +58.7% | -36.6% | +95.3% | +54.7% |
| 5Y | +143.6% | -33.3% | +177.0% | +130.8% |
| All | +508.7% | -37.5% | +546.2% | +481.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling