+111.5%
SHEL vs ONTO
+661.2%
-549.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +1.0% |
| 7D | +3.9% | +6.5% | -2.6% | +2.7% |
| 30D | +7.0% | -15.9% | +22.9% | +9.8% |
| 3M | +12.5% | -0.2% | +12.6% | +9.2% |
| 6M | +14.8% | +38.7% | -24.0% | +2.7% |
| YTD | +34.2% | +70.4% | -36.2% | +14.0% |
| 1Y | +37.0% | +153.6% | -116.6% | +5.4% |
| 3Y | +70.9% | +109.2% | -38.3% | +20.4% |
| 5Y | +192.5% | +249.7% | -57.2% | +52.7% |
| All | +111.5% | +661.2% | -549.7% | -41.4% |
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