+54.2%
XOP vs OVV
+57.1%
-3.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.4% |
| 7D | +0.6% | -3.7% | +4.3% | +3.3% |
| 30D | +16.5% | +8.0% | +8.5% | +10.2% |
| 3M | +15.7% | +11.3% | +4.4% | +6.9% |
| 6M | +19.2% | +24.0% | -4.8% | +2.6% |
| YTD | +55.0% | +65.3% | -10.4% | +9.8% |
| 1Y | +54.2% | +60.2% | -6.0% | +11.1% |
| All | +54.2% | +57.1% | -3.0% | +11.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling