+59.7%
XOM vs ONON
-10.5%
+70.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -5.3% | +7.2% | +1.9% |
| 30D | +4.1% | -13.1% | +17.2% | +4.3% |
| 3M | +10.4% | -29.3% | +39.8% | +10.9% |
| 6M | +13.0% | -34.5% | +47.6% | +13.9% |
| YTD | +40.1% | -42.2% | +82.3% | +41.9% |
| 1Y | +51.1% | -37.3% | +88.5% | +52.4% |
| All | +59.7% | -10.5% | +70.2% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling