+93.6%
SLB vs ONTO
+695.7%
-602.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -1.9% |
| 7D | +0.4% | +9.7% | -9.2% | -1.9% |
| 30D | +13.6% | -8.8% | +22.4% | +15.2% |
| 3M | +1.5% | +4.5% | -3.0% | -3.9% |
| 6M | +23.0% | +56.4% | -33.4% | +3.0% |
| YTD | +51.2% | +78.1% | -26.9% | +21.1% |
| 1Y | +63.5% | +171.3% | -107.8% | +14.4% |
| 3Y | +2.5% | +118.7% | -116.2% | -33.9% |
| 5Y | +139.2% | +269.4% | -130.2% | +9.1% |
| All | +93.6% | +695.7% | -602.1% | -50.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling