+166.3%
CVX vs ONON
-22.6%
+188.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.5% |
| 7D | +2.6% | -2.1% | +4.7% | +2.7% |
| 30D | +9.8% | -11.6% | +21.4% | +10.6% |
| 3M | +16.2% | -30.1% | +46.3% | +18.2% |
| 6M | +13.6% | -30.5% | +44.1% | +15.4% |
| YTD | +44.4% | -41.0% | +85.4% | +48.3% |
| 1Y | +40.6% | -36.7% | +77.3% | +43.4% |
| 3Y | +48.2% | -8.6% | +56.8% | +44.7% |
| All | +166.3% | -22.6% | +188.8% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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