+145.4%
XOP vs ONON
-22.6%
+167.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.1% |
| 7D | +2.6% | -2.1% | +4.7% | +2.9% |
| 30D | +9.6% | -11.6% | +21.2% | +11.1% |
| 3M | +20.4% | -30.1% | +50.5% | +24.7% |
| 6M | +19.9% | -30.5% | +50.4% | +23.6% |
| YTD | +56.4% | -41.0% | +97.4% | +64.8% |
| 1Y | +52.4% | -36.7% | +89.1% | +58.3% |
| 3Y | +39.9% | -8.6% | +48.5% | +34.5% |
| All | +145.4% | -22.6% | +167.9% | +124.6% |
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 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