+390.5%
ONTO vs CPB
-36.0%
+426.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.4% | +10.8% |
| 7D | -14.0% | +8.0% | -22.0% | -12.5% |
| 30D | -43.1% | +22.4% | -65.5% | -40.5% |
| 3M | -35.5% | +2.5% | -38.0% | -34.4% |
| 6M | -41.1% | +12.2% | -53.3% | -38.9% |
| YTD | +9.8% | -12.8% | +22.6% | +11.3% |
| 1Y | +31.5% | -19.2% | +50.7% | +32.6% |
| 3Y | +45.2% | -35.6% | +80.7% | +42.3% |
| 5Y | +86.7% | -31.4% | +118.1% | +77.6% |
| All | +390.5% | -36.0% | +426.5% | +370.7% |
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 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