+1.0%
OXY vs ONTO
+113.5%
-112.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.0% | +1.1% |
| 7D | +0.6% | +9.4% | -8.7% | +0.2% |
| 30D | +4.5% | -4.4% | +9.0% | +4.6% |
| 3M | +8.9% | +1.6% | +7.3% | +7.6% |
| 6M | +12.5% | +45.3% | -32.8% | +6.7% |
| YTD | +50.5% | +76.4% | -25.9% | +39.0% |
| 1Y | +38.6% | +167.2% | -128.5% | +21.0% |
| All | +1.0% | +113.5% | -112.5% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling