+234.8%
RCL vs ONTO
+243.6%
-8.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -2.1% |
| 7D | -5.1% | -1.0% | -4.1% | -4.9% |
| 30D | -19.0% | -2.9% | -16.1% | -19.3% |
| 3M | -9.6% | -2.5% | -7.1% | -13.2% |
| 6M | -6.7% | +28.2% | -34.9% | -20.1% |
| YTD | -3.9% | +69.8% | -73.7% | -26.5% |
| 1Y | -25.1% | +162.9% | -188.0% | -52.8% |
| 3Y | +179.1% | +95.9% | +83.2% | +65.6% |
| All | +234.8% | +243.6% | -8.8% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling