+143.1%
XOP vs ONON
-23.0%
+166.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.0% |
| 7D | +0.6% | -1.7% | +2.3% | +0.8% |
| 30D | +16.5% | -27.4% | +43.9% | +20.5% |
| 3M | +15.7% | -26.5% | +42.2% | +19.1% |
| 6M | +19.2% | -34.2% | +53.4% | +23.8% |
| YTD | +55.0% | -41.3% | +96.3% | +63.4% |
| 1Y | +54.2% | -39.7% | +93.8% | +61.2% |
| 3Y | +35.9% | -7.8% | +43.7% | +30.5% |
| All | +143.1% | -23.0% | +166.1% | +122.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling