+64.8%
OXY vs ONTO
+696.1%
-631.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.5% |
| 7D | +2.8% | +4.9% | -2.1% | +1.7% |
| 30D | +5.5% | -16.6% | +22.1% | +9.2% |
| 3M | +11.3% | -7.3% | +18.6% | +9.3% |
| 6M | +11.6% | +45.9% | -34.3% | -5.2% |
| YTD | +51.6% | +78.2% | -26.6% | +20.2% |
| 1Y | +36.2% | +159.8% | -123.6% | -4.8% |
| 3Y | +1.7% | +123.4% | -121.7% | -37.5% |
| 5Y | +164.5% | +265.8% | -101.3% | +11.3% |
| All | +64.8% | +696.1% | -631.3% | -58.8% |
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