+137.6%
ONTO vs CPB
-35.3%
+172.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.9% |
| 7D | +34.4% | -5.8% | +40.2% | +31.4% |
| 30D | -20.4% | +16.5% | -36.9% | -14.9% |
| 3M | -37.8% | -1.1% | -36.7% | -36.8% |
| 6M | -24.6% | +11.5% | -36.0% | -19.6% |
| YTD | +32.8% | -15.7% | +48.6% | +32.1% |
| 1Y | +54.7% | -24.7% | +79.4% | +49.7% |
| 3Y | +54.7% | -37.3% | +92.0% | +42.3% |
| All | +137.6% | -35.3% | +172.8% | +143.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling