+51.6%
XOM vs ON
+44.8%
+6.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.8% | +0.6% |
| 7D | +1.9% | -4.7% | +6.6% | +1.7% |
| 30D | +4.1% | -13.5% | +17.6% | +3.5% |
| 3M | +10.4% | -36.3% | +46.7% | +9.0% |
| 6M | +13.0% | +17.8% | -4.7% | +12.7% |
| YTD | +40.1% | +29.6% | +10.5% | +38.9% |
| All | +51.6% | +44.8% | +6.8% | +49.0% |
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