+508.7%
ONTO vs CRL
+164.8%
+343.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.9% | +9.8% | +9.4% |
| 7D | +16.4% | +5.0% | +11.3% | +14.1% |
| 30D | -21.4% | +13.5% | -35.0% | -25.9% |
| 3M | -32.7% | +21.5% | -54.3% | -39.0% |
| 6M | -25.2% | +103.4% | -128.6% | -49.4% |
| YTD | +36.2% | +71.8% | -35.6% | -0.8% |
| 1Y | +61.2% | +97.5% | -36.3% | +8.5% |
| 3Y | +58.7% | +99.2% | -40.6% | -3.3% |
| 5Y | +143.6% | -12.1% | +155.8% | +140.1% |
| All | +508.7% | +164.8% | +343.9% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 10y: compounded portfolio wealth divided by compounded CRL 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…
10y analysis · Full analysis span regression · 6 months rolling