+390.5%
ONTO vs LBRT
+36.5%
+354.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +5.4% | +5.7% | +9.7% |
| 7D | -14.0% | -29.1% | +15.1% | -5.9% |
| 30D | -43.1% | -38.4% | -4.7% | -35.3% |
| 3M | -35.5% | -40.1% | +4.5% | -26.3% |
| 6M | -41.1% | -62.9% | +21.8% | -24.9% |
| YTD | +9.8% | -34.5% | +44.3% | +21.0% |
| 1Y | +31.5% | -30.2% | +61.7% | +42.6% |
| 3Y | +45.2% | -37.5% | +82.6% | +54.4% |
| 5Y | +86.7% | +7.6% | +79.1% | +69.4% |
| All | +390.5% | +36.5% | +354.0% | +214.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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