+250.6%
XOM vs ONON
-22.6%
+273.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.4% |
| 7D | +4.1% | -2.1% | +6.2% | +4.2% |
| 30D | +4.6% | -11.6% | +16.2% | +5.2% |
| 3M | +14.0% | -30.1% | +44.1% | +15.8% |
| 6M | +11.0% | -30.5% | +41.5% | +12.6% |
| YTD | +40.7% | -41.0% | +81.7% | +44.1% |
| 1Y | +52.3% | -36.7% | +89.0% | +55.0% |
| 3Y | +60.5% | -8.6% | +69.1% | +56.5% |
| All | +250.6% | -22.6% | +273.1% | +234.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling