+41.0%
XLE vs ONTO
+33.8%
+7.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.0% | -11.5% | +0.9% |
| 7D | -7.9% | +1.4% | -9.3% | -7.8% |
| 30D | -4.8% | -34.1% | +29.3% | -6.7% |
| 3M | +8.4% | -37.1% | +45.4% | +6.2% |
| 6M | +12.7% | -31.8% | +44.5% | +11.4% |
| YTD | +41.3% | +22.9% | +18.4% | +41.0% |
| All | +41.0% | +33.8% | +7.2% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling