+695.1%
ONDS vs XOP
+43.8%
+651.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.5% |
| 7D | -3.3% | +6.3% | -9.6% | -6.7% |
| 30D | -16.0% | -6.6% | -9.4% | -12.8% |
| 3M | -42.1% | +3.6% | -45.6% | -43.6% |
| 6M | -41.8% | +10.8% | -52.5% | -46.4% |
| YTD | -47.1% | +48.3% | -95.4% | -62.6% |
| 1Y | -21.3% | +42.9% | -64.3% | -42.4% |
| 3Y | +695.1% | +43.3% | +651.8% | +479.5% |
| All | +695.1% | +43.8% | +651.2% | +479.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling