+134.4%
XLC vs ONTO
+661.2%
-526.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.2% |
| 7D | -1.7% | +6.5% | -8.2% | -2.8% |
| 30D | +0.2% | -15.9% | +16.1% | +2.9% |
| 3M | +0.7% | -0.2% | +0.9% | -2.3% |
| 6M | -4.5% | +38.7% | -43.2% | -14.6% |
| YTD | -4.7% | +70.4% | -75.1% | -19.2% |
| 1Y | -1.5% | +153.6% | -155.1% | -24.4% |
| 3Y | +72.2% | +109.2% | -36.9% | +23.7% |
| 5Y | +39.3% | +249.7% | -210.4% | -18.0% |
| All | +134.4% | +661.2% | -526.7% | -2.2% |
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