+215.7%
RCL vs ONTO
+449.2%
-233.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.0% | -9.0% | -1.9% |
| 7D | +5.0% | +1.4% | +3.6% | +2.7% |
| 30D | +19.4% | -34.1% | +53.5% | +38.2% |
| 3M | +5.9% | -37.1% | +43.0% | +22.5% |
| 6M | +23.8% | -31.8% | +55.6% | +30.1% |
| YTD | +22.8% | +22.9% | -0.1% | -5.6% |
| 1Y | +34.3% | +39.5% | -5.2% | -3.8% |
| 3Y | +276.4% | +57.7% | +218.8% | +95.1% |
| 5Y | +281.6% | +115.8% | +165.8% | +43.7% |
| All | +215.7% | +449.2% | -233.5% | -52.3% |
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