+115.8%
ONTO vs CPB
-31.8%
+147.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.2% | +13.1% | +11.5% |
| 7D | +1.4% | +3.3% | -1.9% | +3.1% |
| 30D | -34.1% | +19.0% | -53.1% | -28.9% |
| 3M | -37.1% | +0.4% | -37.5% | -35.6% |
| 6M | -31.8% | +13.0% | -44.8% | -26.8% |
| YTD | +22.9% | -12.7% | +35.7% | +23.9% |
| 1Y | +39.5% | -20.9% | +60.4% | +37.4% |
| 3Y | +57.7% | -35.4% | +93.1% | +46.9% |
| 5Y | +115.8% | -32.3% | +148.1% | +125.4% |
| All | +115.8% | -31.8% | +147.6% | +125.4% |
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