+254.2%
XOM vs ROIV
+316.9%
-62.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +18.8% | -18.0% | +0.1% |
| 7D | -2.4% | +20.2% | -22.5% | -3.0% |
| 30D | +5.7% | +14.1% | -8.5% | +5.1% |
| 3M | +6.6% | +45.6% | -39.0% | +5.0% |
| 6M | +7.7% | +44.1% | -36.5% | +5.9% |
| YTD | +36.2% | +91.2% | -55.0% | +32.0% |
| 1Y | +50.5% | +221.3% | -170.8% | +42.0% |
| 3Y | +53.4% | +229.2% | -175.8% | +43.5% |
| 5Y | +254.2% | +316.5% | -62.3% | +216.4% |
| All | +254.2% | +316.9% | -62.7% | +216.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling