+206.5%
RCL vs ONTO
+390.5%
-184.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.1% | -9.7% | -3.1% |
| 7D | +6.5% | -14.0% | +20.5% | +11.5% |
| 30D | +15.9% | -43.1% | +59.0% | +42.7% |
| 3M | +2.7% | -35.5% | +38.2% | +16.7% |
| 6M | +15.2% | -41.1% | +56.3% | +28.8% |
| YTD | +19.2% | +9.8% | +9.5% | -3.8% |
| 1Y | +31.6% | +31.5% | +0.1% | -3.7% |
| 3Y | +274.2% | +45.2% | +229.0% | +99.6% |
| 5Y | +250.1% | +86.7% | +163.4% | +41.7% |
| All | +206.5% | +390.5% | -184.0% | -51.4% |
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