-2.0%
XLC vs ONON
-36.0%
+33.9%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.8% |
| 7D | +0.5% | -2.1% | +2.6% | +0.7% |
| 30D | +2.1% | -11.6% | +13.7% | +3.5% |
| 3M | +0.7% | -30.1% | +30.8% | +4.1% |
| 6M | -3.2% | -30.5% | +27.3% | -0.6% |
| YTD | -3.8% | -41.0% | +37.2% | -0.2% |
| 1Y | -2.0% | -36.7% | +34.7% | +2.3% |
| All | -2.0% | -36.0% | +33.9% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 1y: compounded portfolio wealth divided by compounded ONON 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…
1y analysis · Full analysis span regression · 6 months rolling