+52.6%
XOM vs ON
+41.6%
+11.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.7% |
| 7D | -7.0% | -5.8% | -1.2% | -7.3% |
| 30D | +3.2% | -17.1% | +20.3% | +2.4% |
| 3M | +10.7% | -11.8% | +22.5% | +10.1% |
| 6M | +11.6% | -30.2% | +41.8% | +10.7% |
| YTD | +43.5% | +31.6% | +11.9% | +45.7% |
| 1Y | +52.6% | +47.6% | +5.0% | +54.8% |
| All | +52.6% | +41.6% | +11.0% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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