+37.2%
XOP vs ONTO
+64.6%
-27.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.6% |
| 7D | -8.4% | -2.4% | -5.9% | -8.3% |
| 30D | -8.4% | -32.9% | +24.6% | -5.8% |
| 3M | +0.2% | -32.2% | +32.4% | +2.5% |
| 6M | +7.2% | -30.6% | +37.8% | +7.9% |
| YTD | +40.8% | +25.1% | +15.7% | +28.8% |
| 1Y | +36.3% | +40.0% | -3.7% | +22.2% |
| 3Y | +37.2% | +45.7% | -8.5% | +12.2% |
| All | +37.2% | +64.6% | -27.4% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling