+99.7%
ONTO vs CPB
-40.0%
+139.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.5% | +4.8% |
| 7D | -1.0% | -8.6% | +7.6% | -4.4% |
| 30D | -2.9% | -7.2% | +4.4% | -5.7% |
| 3M | -2.5% | +0.9% | -3.3% | -0.8% |
| 6M | +28.2% | -11.8% | +40.0% | +25.4% |
| YTD | +69.8% | -19.4% | +89.2% | +62.0% |
| 1Y | +162.9% | -30.4% | +193.3% | +140.9% |
| All | +99.7% | -40.0% | +139.7% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling