+48.8%
SBUX vs ONTO
+476.3%
-427.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.2% |
| 7D | +1.0% | +17.5% | -16.5% | -2.3% |
| 30D | +14.1% | -15.7% | +29.8% | +16.7% |
| 3M | -1.4% | -39.7% | +38.3% | +7.0% |
| 6M | +1.6% | -26.5% | +28.1% | +2.3% |
| YTD | +28.7% | +29.0% | -0.3% | +11.4% |
| 1Y | +26.3% | +57.0% | -30.7% | +3.8% |
| 3Y | +10.3% | +50.0% | -39.7% | -18.6% |
| 5Y | +6.8% | +127.3% | -120.5% | -35.6% |
| All | +48.8% | +476.3% | -427.5% | -46.4% |
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 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