+165.1%
XOP vs ONTO
+661.2%
-496.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +1.0% |
| 7D | +1.6% | +6.5% | -4.9% | +0.1% |
| 30D | +9.6% | -15.9% | +25.5% | +13.4% |
| 3M | +16.9% | -0.2% | +17.1% | +12.3% |
| 6M | +24.0% | +38.7% | -14.7% | +6.6% |
| YTD | +56.2% | +70.4% | -14.2% | +25.0% |
| 1Y | +51.8% | +153.6% | -101.8% | +6.4% |
| 3Y | +37.0% | +109.2% | -72.2% | -12.8% |
| 5Y | +163.4% | +249.7% | -86.4% | +21.2% |
| All | +165.1% | +661.2% | -496.1% | -25.2% |
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