+143.6%
CVX vs ONTO
+661.2%
-517.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | 0.0% |
| 7D | +0.7% | +6.5% | -5.8% | -0.3% |
| 30D | +9.1% | -15.9% | +25.0% | +11.6% |
| 3M | +13.1% | -0.2% | +13.2% | +9.8% |
| 6M | +16.3% | +38.7% | -22.5% | +4.6% |
| YTD | +43.5% | +70.4% | -26.9% | +22.8% |
| 1Y | +40.2% | +153.6% | -113.5% | +9.0% |
| 3Y | +44.2% | +109.2% | -64.9% | +2.5% |
| 5Y | +170.6% | +249.7% | -79.1% | +43.5% |
| All | +143.6% | +661.2% | -517.6% | -30.3% |
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