+49.9%
XLE vs ONON
+8.5%
+41.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +5.8% | -10.5% | -4.2% |
| 7D | -7.2% | +20.9% | -28.1% | -5.6% |
| 30D | +0.1% | +21.1% | -21.0% | +1.9% |
| 3M | +9.2% | +2.7% | +6.5% | +10.0% |
| 6M | +8.4% | +12.6% | -4.3% | +10.0% |
| YTD | +44.9% | -16.9% | +61.8% | +47.5% |
| 1Y | +49.9% | +6.7% | +43.2% | +54.3% |
| All | +49.9% | +8.5% | +41.4% | +54.3% |
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