+56.2%
XOP vs IOVA
+4.5%
+51.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.8% |
| 7D | +1.0% | -2.2% | +3.2% | +1.1% |
| 30D | +10.8% | +31.7% | -20.9% | +8.1% |
| 3M | +19.5% | +117.3% | -97.8% | +10.6% |
| 6M | +21.6% | +55.8% | -34.2% | +14.7% |
| YTD | +55.8% | +208.8% | -153.0% | +36.9% |
| 1Y | +54.6% | +255.7% | -201.0% | +33.0% |
| 3Y | +36.6% | +41.7% | -5.0% | +16.3% |
| 5Y | +160.6% | -64.9% | +225.6% | +140.6% |
| 10Y | +56.2% | +6.3% | +49.9% | +26.9% |
| All | +56.2% | +4.5% | +51.8% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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