+151.6%
XOP vs ONTO
+476.3%
-324.7%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.6% |
| 7D | +6.3% | +17.5% | -11.2% | +2.4% |
| 30D | -6.6% | -15.7% | +9.1% | -4.1% |
| 3M | +3.6% | -39.7% | +43.3% | +13.4% |
| 6M | +10.8% | -26.5% | +37.2% | +11.2% |
| YTD | +48.3% | +29.0% | +19.3% | +23.8% |
| 1Y | +42.9% | +57.0% | -14.0% | +12.3% |
| 3Y | +43.3% | +50.0% | -6.7% | -1.9% |
| 5Y | +94.0% | +127.3% | -33.3% | +1.1% |
| All | +151.6% | +476.3% | -324.7% | -25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling