+57.6%
OXY vs ONTO
+476.3%
-418.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +1.2% |
| 7D | +4.2% | +17.5% | -13.3% | +0.5% |
| 30D | -4.3% | -15.7% | +11.3% | -2.0% |
| 3M | +2.3% | -39.7% | +42.0% | +11.3% |
| 6M | +5.5% | -26.5% | +32.0% | +5.6% |
| YTD | +44.9% | +29.0% | +15.9% | +20.7% |
| 1Y | +42.6% | +57.0% | -14.4% | +11.7% |
| 3Y | +0.7% | +50.0% | -49.3% | -32.3% |
| 5Y | +96.9% | +127.3% | -30.4% | -3.6% |
| All | +57.6% | +476.3% | -418.8% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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