+115.6%
EOG vs ONTO
+124.4%
-8.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +1.9% |
| 7D | +7.6% | +17.5% | -9.9% | +6.5% |
| 30D | +3.4% | -15.7% | +19.0% | +4.0% |
| 3M | +12.7% | -39.7% | +52.4% | +15.4% |
| 6M | +19.0% | -26.5% | +45.5% | +18.8% |
| YTD | +55.6% | +29.0% | +26.6% | +45.3% |
| 1Y | +49.5% | +57.0% | -7.4% | +36.4% |
| 3Y | +43.2% | +50.0% | -6.8% | +22.8% |
| All | +115.6% | +124.4% | -8.8% | +53.6% |
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