+45.3%
XOP vs ONTO
+46.1%
-0.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -8.7% | +2.3% | -6.7% |
| 7D | -10.5% | -17.4% | +6.9% | -11.3% |
| 30D | -4.3% | -43.2% | +38.9% | -6.9% |
| 3M | +4.7% | -35.7% | +40.4% | +2.8% |
| 6M | -0.1% | -38.3% | +38.2% | -1.4% |
| YTD | +43.8% | +17.1% | +26.8% | +46.3% |
| 1Y | +45.3% | +43.1% | +2.1% | +49.6% |
| All | +45.3% | +46.1% | -0.8% | +49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling