+17.9%
ONDS vs XOP
+287.7%
-269.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | -5.0% | +1.6% | -6.6% | -5.9% |
| 30D | -25.6% | +9.6% | -35.2% | -29.5% |
| 3M | -22.1% | +16.9% | -39.1% | -29.8% |
| 6M | -27.6% | +24.0% | -51.6% | -38.3% |
| YTD | -25.7% | +56.2% | -81.9% | -45.5% |
| 1Y | +30.4% | +51.8% | -21.4% | -2.0% |
| 3Y | +695.0% | +37.0% | +658.0% | +526.1% |
| 5Y | -2.2% | +163.4% | -165.5% | -48.8% |
| All | +17.9% | +287.7% | -269.8% | -46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling