+228.3%
XOM vs ONTO
+661.2%
-432.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.0% |
| 7D | +1.9% | +6.5% | -4.7% | +1.1% |
| 30D | +4.1% | -15.9% | +20.0% | +5.9% |
| 3M | +10.4% | -0.2% | +10.6% | +8.0% |
| 6M | +13.0% | +38.7% | -25.7% | +4.1% |
| YTD | +40.1% | +70.4% | -30.3% | +24.1% |
| 1Y | +51.1% | +153.6% | -102.5% | +24.3% |
| 3Y | +57.7% | +109.2% | -51.5% | +20.6% |
| 5Y | +264.7% | +249.7% | +15.0% | +121.4% |
| All | +228.3% | +661.2% | -432.8% | +27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling