+51.2%
XLE vs ONON
-39.4%
+90.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.7% |
| 7D | +0.3% | -3.5% | +3.8% | +0.1% |
| 30D | +8.5% | -30.8% | +39.3% | +5.9% |
| 3M | +14.6% | -29.8% | +44.5% | +12.2% |
| 6M | +17.6% | -34.8% | +52.4% | +16.1% |
| YTD | +48.1% | -42.3% | +90.3% | +46.4% |
| All | +51.2% | -39.4% | +90.6% | +51.7% |
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