+52.6%
XOM vs ONON
+8.5%
+44.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +5.8% | -10.4% | -4.0% |
| 7D | -7.0% | +20.9% | -27.9% | -5.3% |
| 30D | +3.2% | +21.1% | -17.9% | +5.1% |
| 3M | +10.7% | +2.7% | +8.0% | +11.6% |
| 6M | +11.6% | +12.6% | -1.0% | +13.7% |
| YTD | +43.5% | -16.9% | +60.4% | +45.1% |
| 1Y | +52.6% | +6.7% | +45.9% | +56.5% |
| All | +52.6% | +8.5% | +44.1% | +56.5% |
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