+23.9%
ONDS vs XOP
+278.2%
-254.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.4% |
| 7D | -3.5% | +2.6% | -6.1% | -5.1% |
| 30D | -14.1% | +15.4% | -29.5% | -21.1% |
| 3M | -36.3% | +12.1% | -48.4% | -41.1% |
| 6M | -27.5% | +19.7% | -47.2% | -37.0% |
| YTD | -21.9% | +52.4% | -74.3% | -41.9% |
| 1Y | +43.0% | +47.6% | -4.6% | +9.1% |
| 3Y | +697.1% | +34.4% | +662.7% | +534.7% |
| 5Y | -1.2% | +154.4% | -155.6% | -47.2% |
| All | +23.9% | +278.2% | -254.3% | -43.4% |
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