+129.1%
XLC vs ONTO
+508.7%
-379.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.9% | -8.1% | -0.7% |
| 7D | +3.5% | +16.4% | -12.9% | +0.4% |
| 30D | -2.6% | -21.4% | +18.9% | +0.6% |
| 3M | -2.1% | -32.7% | +30.7% | +3.0% |
| 6M | -5.5% | -25.2% | +19.7% | -5.2% |
| YTD | -6.9% | +36.2% | -43.1% | -19.1% |
| 1Y | -3.7% | +61.2% | -64.9% | -19.6% |
| 3Y | +64.2% | +58.7% | +5.5% | +23.3% |
| 5Y | +43.0% | +143.6% | -100.6% | -10.3% |
| All | +129.1% | +508.7% | -379.6% | -2.1% |
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 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