+51.8%
XOP vs ONTO
+156.1%
-104.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.2% |
| 7D | +1.6% | +6.5% | -4.9% | +1.8% |
| 30D | +9.6% | -15.9% | +25.5% | +9.3% |
| 3M | +16.9% | -0.2% | +17.1% | +16.9% |
| 6M | +24.0% | +38.7% | -14.7% | +22.9% |
| YTD | +56.2% | +70.4% | -14.2% | +50.0% |
| 1Y | +51.8% | +153.6% | -101.8% | +39.4% |
| All | +51.8% | +156.1% | -104.3% | +39.4% |
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