+70.8%
SLB vs ONTO
+449.2%
-378.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.0% | -11.1% | -1.9% |
| 7D | -3.7% | +1.4% | -5.1% | -4.7% |
| 30D | +2.9% | -34.1% | +37.0% | +12.4% |
| 3M | +0.2% | -37.1% | +37.3% | +9.3% |
| 6M | -4.4% | -31.8% | +27.4% | -1.4% |
| YTD | +33.4% | +22.9% | +10.5% | +14.9% |
| 1Y | +40.8% | +39.5% | +1.3% | +16.5% |
| 3Y | +3.2% | +57.7% | -54.5% | -29.1% |
| 5Y | +64.8% | +115.8% | -51.0% | -10.9% |
| All | +70.8% | +449.2% | -378.4% | -52.7% |
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