+53.4%
XOM vs ROIV
+253.6%
-200.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +18.8% | -18.0% | -0.1% |
| 7D | -2.4% | +20.2% | -22.5% | -3.2% |
| 30D | +5.7% | +14.1% | -8.5% | +4.9% |
| 3M | +6.6% | +45.6% | -39.0% | +4.4% |
| 6M | +7.7% | +44.1% | -36.5% | +5.3% |
| YTD | +36.2% | +91.2% | -55.0% | +29.2% |
| 1Y | +50.5% | +221.3% | -170.8% | +33.8% |
| 3Y | +53.4% | +229.2% | -175.8% | +32.9% |
| All | +53.4% | +253.6% | -200.3% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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