+1,060.2%
ON vs XOP
+69.0%
+991.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -4.1% | -8.4% | +4.2% | +0.6% |
| 30D | -10.2% | -8.4% | -1.9% | -6.2% |
| 3M | -12.7% | +0.2% | -12.9% | -13.3% |
| 6M | -32.5% | +7.2% | -39.8% | -36.3% |
| YTD | +28.6% | +40.8% | -12.3% | +2.5% |
| 1Y | +43.4% | +36.3% | +7.1% | +16.2% |
| 3Y | +3.3% | +37.2% | -33.9% | -17.0% |
| 5Y | +22.5% | +86.6% | -64.1% | -20.3% |
| 10Y | +535.7% | +44.0% | +491.7% | +294.5% |
| All | +1,060.2% | +69.0% | +991.1% | +440.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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