+261.1%
RCL vs ONTO
+84.2%
+176.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.1% | -9.7% | -2.0% |
| 7D | +6.5% | -14.0% | +20.5% | +10.3% |
| 30D | +15.9% | -43.1% | +59.0% | +35.5% |
| 3M | +2.7% | -35.5% | +38.2% | +13.2% |
| 6M | +15.2% | -41.1% | +56.3% | +26.0% |
| YTD | +19.2% | +9.8% | +9.5% | +2.0% |
| 1Y | +31.6% | +31.5% | +0.1% | +4.5% |
| 3Y | +274.2% | +45.2% | +229.0% | +132.0% |
| All | +261.1% | +84.2% | +176.9% | +67.5% |
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