+161.0%
CVX vs ONON
-23.0%
+183.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.1% | +0.7% |
| 7D | -0.6% | -1.7% | +1.1% | -0.5% |
| 30D | +13.4% | -27.4% | +40.8% | +15.3% |
| 3M | +11.8% | -26.5% | +38.3% | +13.4% |
| 6M | +12.4% | -34.2% | +46.7% | +14.7% |
| YTD | +41.5% | -41.3% | +82.8% | +45.4% |
| 1Y | +41.6% | -39.7% | +81.3% | +44.9% |
| 3Y | +42.2% | -7.8% | +50.1% | +38.8% |
| All | +161.0% | -23.0% | +183.9% | +148.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling