+390.5%
ONTO vs CPB
-35.2%
+425.7%
-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% | +3.8% | -39.3% | -34.2% |
| 6M | -41.1% | +13.7% | -54.7% | -38.8% |
| YTD | +9.8% | -11.7% | +21.5% | +11.5% |
| 1Y | +31.5% | -18.1% | +49.7% | +32.8% |
| 3Y | +45.2% | -34.7% | +79.9% | +42.6% |
| 5Y | +86.7% | -30.6% | +117.3% | +77.9% |
| All | +390.5% | -35.2% | +425.7% | +371.6% |
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