+341.5%
ONTO vs CPB
-35.2%
+376.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.7% | -16.3% | -15.4% |
| 7D | -29.7% | +11.6% | -41.3% | -27.9% |
| 30D | -50.3% | +23.3% | -73.6% | -47.9% |
| 3M | -43.5% | +1.6% | -45.1% | -42.5% |
| 6M | -48.9% | +13.9% | -62.8% | -46.9% |
| YTD | -1.2% | -11.7% | +10.5% | +0.4% |
| 1Y | +14.9% | -18.2% | +33.1% | +16.1% |
| 3Y | +31.2% | -35.2% | +66.4% | +29.0% |
| 5Y | +68.1% | -30.5% | +98.6% | +60.3% |
| All | +341.5% | -35.2% | +376.7% | +324.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling