+146.3%
RCL vs ONTO
+695.7%
-549.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.1% | -2.3% |
| 7D | -0.5% | +9.7% | -10.1% | -4.5% |
| 30D | -17.3% | -8.8% | -8.5% | -15.2% |
| 3M | -2.8% | +4.5% | -7.3% | -11.0% |
| 6M | -4.4% | +56.4% | -60.8% | -29.3% |
| YTD | -4.2% | +78.1% | -82.2% | -34.6% |
| 1Y | -23.4% | +171.3% | -194.6% | -59.0% |
| 3Y | +179.4% | +118.7% | +60.7% | +31.2% |
| 5Y | +238.8% | +269.4% | -30.6% | -0.5% |
| All | +146.3% | +695.7% | -549.3% | -67.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling