+280.1%
ROIV vs XPO
+370.9%
-90.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.7% |
| 7D | +1.7% | +9.0% | -7.3% | -0.5% |
| 30D | +17.6% | +4.2% | +13.4% | +16.3% |
| 3M | +9.0% | -8.7% | +17.6% | +11.1% |
| 6M | +35.3% | -2.8% | +38.0% | +35.4% |
| YTD | +82.2% | +41.9% | +40.3% | +65.0% |
| 1Y | +92.3% | +42.3% | +49.9% | +73.7% |
| 3Y | +336.8% | +127.3% | +209.5% | +230.2% |
| 5Y | +370.6% | +306.4% | +64.2% | +154.3% |
| All | +280.1% | +370.9% | -90.8% | +103.1% |
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