+61.2%
ONTO vs CPB
-23.3%
+84.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.2% | +10.1% | +8.0% |
| 7D | +16.4% | -4.1% | +20.4% | +13.5% |
| 30D | -21.4% | +16.9% | -38.4% | -12.1% |
| 3M | -32.7% | -0.6% | -32.2% | -30.5% |
| 6M | -25.2% | +11.4% | -36.6% | -16.9% |
| YTD | +36.2% | -14.8% | +51.1% | +36.6% |
| 1Y | +61.2% | -24.8% | +85.9% | +52.9% |
| All | +61.2% | -23.3% | +84.4% | +52.9% |
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