+73.1%
CVX vs ONTO
+51.5%
+21.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.7% |
| 7D | +3.4% | +17.5% | -14.1% | +3.3% |
| 30D | -1.0% | -15.7% | +14.7% | -0.9% |
| 3M | +12.2% | -39.7% | +51.9% | +12.5% |
| 6M | +20.3% | -26.5% | +46.8% | +19.7% |
| YTD | +48.3% | +29.0% | +19.3% | +42.4% |
| 1Y | +46.9% | +57.0% | -10.1% | +39.3% |
| 3Y | +73.1% | +50.0% | +23.1% | +61.2% |
| All | +73.1% | +51.5% | +21.6% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling