+153.3%
XOP vs IQV
-0.1%
+153.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | +2.6% | -2.2% | +4.9% | +3.1% |
| 30D | +9.6% | +8.3% | +1.3% | +7.6% |
| 3M | +20.4% | +44.6% | -24.2% | +9.7% |
| 6M | +19.9% | +52.6% | -32.7% | +7.0% |
| YTD | +56.4% | +16.1% | +40.3% | +49.2% |
| 1Y | +52.4% | +37.3% | +15.2% | +37.8% |
| 3Y | +39.9% | +21.6% | +18.3% | +26.3% |
| All | +153.3% | -0.1% | +153.4% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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