+220.1%
ORCL vs ONTO
+658.6%
-438.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.2% | -3.1% | +1.7% |
| 7D | +5.3% | -1.0% | +6.3% | +5.5% |
| 30D | +10.0% | -2.9% | +12.9% | +9.8% |
| 3M | -32.6% | -2.5% | -30.1% | -33.9% |
| 6M | +4.9% | +28.2% | -23.3% | -4.9% |
| YTD | -17.8% | +69.8% | -87.5% | -30.6% |
| 1Y | -28.0% | +162.9% | -190.9% | -45.5% |
| 3Y | +36.0% | +95.9% | -59.9% | +4.2% |
| 5Y | +88.7% | +244.5% | -155.8% | +22.6% |
| All | +220.1% | +658.6% | -438.5% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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