+30.7%
ONTO vs LBRT
-41.2%
+71.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -13.7% | -1.9% | -10.3% |
| 7D | -29.7% | -34.8% | +5.1% | -17.3% |
| 30D | -50.3% | -43.6% | -6.7% | -38.3% |
| 3M | -43.5% | -41.2% | -2.2% | -31.0% |
| 6M | -48.9% | -66.1% | +17.2% | -26.0% |
| YTD | -1.2% | -37.9% | +36.7% | +15.0% |
| 1Y | +14.9% | -33.9% | +48.8% | +30.5% |
| All | +30.7% | -41.2% | +71.8% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling