+23.9%
ONDS vs XLC
+77.2%
-53.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +1.5% |
| 7D | -3.5% | -0.8% | -2.7% | -2.2% |
| 30D | -14.1% | +1.0% | -15.1% | -15.8% |
| 3M | -36.3% | -0.7% | -35.6% | -36.6% |
| 6M | -27.5% | -5.1% | -22.4% | -22.2% |
| YTD | -21.9% | -4.3% | -17.6% | -18.3% |
| 1Y | +43.0% | -0.6% | +43.5% | +43.5% |
| 3Y | +697.1% | +72.7% | +624.4% | +296.5% |
| 5Y | -1.2% | +38.0% | -39.2% | -33.1% |
| All | +23.9% | +77.2% | -53.3% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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