+255.6%
XOM vs ONDS
-2.0%
+257.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +0.6% |
| 7D | +1.9% | -5.0% | +6.8% | +1.9% |
| 30D | +4.1% | -25.6% | +29.6% | +4.5% |
| 3M | +10.4% | -22.1% | +32.5% | +10.7% |
| 6M | +13.0% | -27.6% | +40.6% | +13.1% |
| YTD | +40.1% | -25.7% | +65.8% | +39.8% |
| 1Y | +51.1% | +30.4% | +20.7% | +48.5% |
| 3Y | +57.7% | +695.0% | -637.2% | +44.1% |
| All | +255.6% | -2.0% | +257.6% | +251.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 5y: compounded portfolio wealth divided by compounded ONDS 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…
5y analysis · Full analysis span regression · 6 months rolling