+337.3%
ROIV vs XPO
+122.0%
+215.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.1% |
| 7D | +5.3% | -6.7% | +12.0% | +6.8% |
| 30D | +11.9% | -1.9% | +13.8% | +12.3% |
| 3M | +10.7% | -9.9% | +20.6% | +12.8% |
| 6M | +34.9% | -16.4% | +51.3% | +39.3% |
| YTD | +79.2% | +30.2% | +49.0% | +69.3% |
| 1Y | +89.0% | +29.9% | +59.1% | +78.4% |
| 3Y | +337.3% | +122.6% | +214.7% | +246.9% |
| All | +337.3% | +122.0% | +215.4% | +246.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling