+2.1%
SLB vs ONTO
+104.0%
-101.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | -0.7% |
| 7D | +0.8% | -1.0% | +1.9% | +1.0% |
| 30D | +15.8% | -2.9% | +18.7% | +15.4% |
| 3M | -0.3% | -2.5% | +2.1% | -2.4% |
| 6M | +21.3% | +28.2% | -6.9% | +12.7% |
| YTD | +52.3% | +69.8% | -17.5% | +34.8% |
| 1Y | +63.6% | +162.9% | -99.3% | +34.2% |
| All | +2.1% | +104.0% | -101.9% | -18.3% |
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