+257.2%
XOM vs ONTO
+261.1%
-3.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.3% |
| 7D | +4.1% | +4.9% | -0.9% | +3.9% |
| 30D | +4.6% | -16.6% | +21.2% | +5.1% |
| 3M | +14.0% | -7.3% | +21.3% | +13.7% |
| 6M | +11.0% | +45.9% | -35.0% | +7.4% |
| YTD | +40.7% | +78.2% | -37.5% | +34.2% |
| 1Y | +52.3% | +159.8% | -107.5% | +41.1% |
| 3Y | +60.5% | +123.4% | -63.0% | +43.2% |
| All | +257.2% | +261.1% | -3.8% | +181.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling