+162.0%
OXY vs ONTO
+246.7%
-84.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.1% |
| 7D | +0.9% | +6.5% | -5.6% | +0.4% |
| 30D | +3.6% | -15.9% | +19.5% | +4.8% |
| 3M | +7.1% | -0.2% | +7.3% | +5.4% |
| 6M | +15.7% | +38.7% | -23.1% | +8.5% |
| YTD | +50.1% | +70.4% | -20.2% | +36.2% |
| 1Y | +34.1% | +153.6% | -119.5% | +14.3% |
| 3Y | -1.5% | +109.2% | -110.6% | -19.4% |
| 5Y | +162.0% | +249.7% | -87.8% | +75.5% |
| All | +162.0% | +246.7% | -84.7% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling