+76.5%
XOP vs IOVA
-67.3%
+143.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.2% |
| 7D | -10.0% | +1.9% | -11.9% | -10.1% |
| 30D | -9.1% | -44.1% | +35.0% | -7.4% |
| 3M | +5.1% | +28.9% | -23.8% | +2.8% |
| 6M | +6.4% | +125.7% | -119.3% | +0.7% |
| YTD | +39.7% | +199.3% | -159.5% | +28.9% |
| 1Y | +37.2% | +255.2% | -218.0% | +25.1% |
| 3Y | +37.6% | +106.8% | -69.2% | +23.5% |
| 5Y | +76.5% | -67.1% | +143.6% | +81.1% |
| All | +76.5% | -67.3% | +143.8% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling