+658.6%
ONTO vs LBRT
+134.9%
+523.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.1% | +5.9% |
| 7D | -1.0% | +8.3% | -9.3% | -3.0% |
| 30D | -2.9% | +6.1% | -9.0% | -4.4% |
| 3M | -2.5% | -34.8% | +32.3% | +7.2% |
| 6M | +28.2% | -24.8% | +53.0% | +35.3% |
| YTD | +69.8% | +12.2% | +57.6% | +62.5% |
| 1Y | +162.9% | +94.0% | +68.9% | +119.0% |
| 3Y | +95.9% | +31.3% | +64.7% | +72.9% |
| 5Y | +244.5% | +111.8% | +132.7% | +161.0% |
| All | +658.6% | +134.9% | +523.6% | +322.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling