-3.6%
ONDS vs XOP
+158.8%
-162.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -5.1% | +2.6% | -7.7% | -6.5% |
| 30D | -26.0% | +9.6% | -35.6% | -29.9% |
| 3M | -26.4% | +20.4% | -46.8% | -34.8% |
| 6M | -26.4% | +19.9% | -46.4% | -36.0% |
| YTD | -25.9% | +56.4% | -82.3% | -46.0% |
| 1Y | +12.6% | +52.4% | -39.8% | -16.1% |
| 3Y | +706.9% | +39.9% | +667.0% | +522.5% |
| All | -3.6% | +158.8% | -162.4% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling