+695.7%
ONTO vs SCCO
+710.4%
-14.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.9% | 0.0% | +1.9% |
| 7D | +9.7% | +3.4% | +6.2% | +7.4% |
| 30D | -8.8% | +6.6% | -15.4% | -12.8% |
| 3M | +4.5% | +24.5% | -20.0% | -7.9% |
| 6M | +56.4% | +16.5% | +39.9% | +41.8% |
| YTD | +78.1% | +52.1% | +26.0% | +35.8% |
| 1Y | +171.3% | +114.2% | +57.1% | +68.2% |
| 3Y | +118.7% | +207.4% | -88.8% | +6.4% |
| 5Y | +269.4% | +353.7% | -84.3% | +33.8% |
| All | +695.7% | +710.4% | -14.7% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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