+658.6%
ONTO vs SCCO
+672.3%
-13.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.4% |
| 7D | -1.0% | -5.3% | +4.2% | +2.3% |
| 30D | -2.9% | +2.7% | -5.6% | -4.8% |
| 3M | -2.5% | +4.2% | -6.7% | -4.7% |
| 6M | +28.2% | -0.6% | +28.8% | +27.9% |
| YTD | +69.8% | +45.0% | +24.8% | +33.3% |
| 1Y | +162.9% | +109.3% | +53.6% | +65.3% |
| 3Y | +95.9% | +180.8% | -84.8% | +0.6% |
| 5Y | +244.5% | +314.3% | -69.8% | +32.2% |
| All | +658.6% | +672.3% | -13.7% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling