+172.2%
CVX vs ONTO
+268.0%
-95.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +2.0% |
| 7D | +1.0% | +9.4% | -8.4% | +0.6% |
| 30D | +10.7% | -4.4% | +15.1% | +10.7% |
| 3M | +15.5% | +1.6% | +13.9% | +14.3% |
| 6M | +14.9% | +45.3% | -30.4% | +10.2% |
| YTD | +44.2% | +76.4% | -32.2% | +35.6% |
| 1Y | +43.5% | +167.2% | -123.6% | +29.7% |
| 3Y | +45.0% | +116.6% | -71.6% | +26.5% |
| 5Y | +172.2% | +263.7% | -91.6% | +108.3% |
| All | +172.2% | +268.0% | -95.8% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling