+459.0%
ONTO vs CPB
-36.7%
+495.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.5% |
| 7D | -2.4% | +2.9% | -5.3% | -1.6% |
| 30D | -32.9% | +17.6% | -50.5% | -30.4% |
| 3M | -32.2% | +2.0% | -34.3% | -31.1% |
| 6M | -30.6% | +11.6% | -42.3% | -28.3% |
| YTD | +25.1% | -13.8% | +38.9% | +26.5% |
| 1Y | +40.0% | -21.6% | +61.6% | +40.6% |
| 3Y | +45.7% | -35.8% | +81.5% | +42.5% |
| 5Y | +128.8% | -33.3% | +162.1% | +117.8% |
| All | +459.0% | -36.7% | +495.8% | +435.0% |
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