+291.1%
ROIV vs XPO
+359.2%
-68.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.3% | -1.7% | +3.0% |
| 7D | +13.3% | -1.9% | +15.2% | +13.8% |
| 30D | +14.8% | +2.5% | +12.3% | +14.0% |
| 3M | +11.9% | -7.2% | +19.1% | +13.6% |
| 6M | +42.4% | -8.1% | +50.5% | +44.5% |
| YTD | +87.4% | +38.3% | +49.1% | +70.9% |
| 1Y | +97.2% | +33.6% | +63.7% | +81.0% |
| 3Y | +375.7% | +133.1% | +242.6% | +256.7% |
| 5Y | +379.0% | +308.9% | +70.1% | +160.6% |
| All | +291.1% | +359.2% | -68.1% | +110.3% |
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