+39.7%
XOP vs ONON
-10.5%
+50.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.6% | -5.3% | +7.0% | +2.1% |
| 30D | +9.6% | -13.1% | +22.7% | +10.8% |
| 3M | +16.9% | -29.3% | +46.3% | +19.7% |
| 6M | +24.0% | -34.5% | +58.6% | +27.9% |
| YTD | +56.2% | -42.2% | +98.4% | +63.9% |
| 1Y | +51.8% | -37.3% | +89.1% | +56.8% |
| All | +39.7% | -10.5% | +50.2% | +36.6% |
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