+52.6%
XOM vs ONTO
+46.1%
+6.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -8.7% | +4.1% | -5.3% |
| 7D | -7.0% | -17.4% | +10.4% | -8.4% |
| 30D | +3.2% | -43.2% | +46.4% | -1.4% |
| 3M | +10.7% | -35.7% | +46.4% | +7.3% |
| 6M | +11.6% | -38.3% | +49.9% | +9.2% |
| YTD | +43.5% | +17.1% | +26.4% | +44.7% |
| 1Y | +52.6% | +43.1% | +9.4% | +57.2% |
| All | +52.6% | +46.1% | +6.5% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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