+493.5%
ONTO vs SCCO
+560.1%
-66.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -0.9% |
| 7D | +34.4% | +1.7% | +32.7% | +33.3% |
| 30D | -20.4% | -18.1% | -2.4% | -9.1% |
| 3M | -37.8% | -12.8% | -25.0% | -31.9% |
| 6M | -24.6% | -8.5% | -16.1% | -19.3% |
| YTD | +32.8% | +23.9% | +8.9% | +16.1% |
| 1Y | +54.7% | +30.0% | +24.7% | +31.4% |
| 3Y | +54.7% | +175.2% | -120.5% | -18.2% |
| 5Y | +134.0% | +249.4% | -115.4% | +1.8% |
| All | +493.5% | +560.1% | -66.7% | +40.8% |
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