+47.6%
XOP vs OVV
+61.5%
-14.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | +0.4% |
| 7D | +2.6% | +0.3% | +2.3% | +2.4% |
| 30D | +15.4% | +11.7% | +3.7% | +6.6% |
| 3M | +12.1% | +9.8% | +2.3% | +4.5% |
| 6M | +19.7% | +26.6% | -6.9% | +1.7% |
| YTD | +52.4% | +67.0% | -14.6% | +7.3% |
| 1Y | +47.6% | +55.9% | -8.4% | +8.2% |
| All | +47.6% | +61.5% | -14.0% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling