+298.8%
ROIV vs XPO
+364.1%
-65.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.6% | +20.3% | +19.1% |
| 7D | +20.2% | +2.7% | +17.5% | +19.3% |
| 30D | +14.1% | -6.2% | +20.3% | +15.8% |
| 3M | +45.6% | -15.4% | +61.0% | +51.1% |
| 6M | +44.1% | +0.7% | +43.4% | +42.6% |
| YTD | +91.2% | +39.8% | +51.3% | +74.1% |
| 1Y | +221.3% | +43.3% | +178.0% | +189.0% |
| 3Y | +229.2% | +166.0% | +63.2% | +136.8% |
| 5Y | +316.5% | +274.2% | +42.3% | +125.8% |
| All | +298.8% | +364.1% | -65.3% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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