+190.0%
CVX vs ONDS
+21.8%
+168.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.5% |
| 7D | +0.7% | -5.0% | +5.7% | +0.8% |
| 30D | +9.1% | -25.6% | +34.7% | +9.7% |
| 3M | +13.1% | -22.1% | +35.2% | +13.4% |
| 6M | +16.3% | -27.6% | +43.8% | +16.4% |
| YTD | +43.5% | -25.7% | +69.2% | +43.2% |
| 1Y | +40.2% | +30.4% | +9.8% | +37.0% |
| 3Y | +44.2% | +695.0% | -650.7% | +28.4% |
| 5Y | +170.6% | -2.2% | +172.8% | +154.5% |
| All | +190.0% | +21.8% | +168.1% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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