+45.2%
ONTO vs CRL
+86.4%
-41.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +7.8% | +3.3% | +7.8% |
| 7D | -14.0% | -6.1% | -7.9% | -11.4% |
| 30D | -43.1% | +12.4% | -55.5% | -45.3% |
| 3M | -35.5% | +27.1% | -62.6% | -41.1% |
| 6M | -41.1% | +85.7% | -126.8% | -54.7% |
| YTD | +9.8% | +69.2% | -59.4% | -13.1% |
| 1Y | +31.5% | +97.5% | -66.0% | -3.0% |
| 3Y | +45.2% | +86.1% | -40.9% | +10.1% |
| All | +45.2% | +86.4% | -41.3% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling