+42.6%
XOP vs OVV
+48.9%
-6.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -10.0% | -10.7% | +0.7% | -3.7% |
| 30D | -9.1% | -5.3% | -3.8% | -6.1% |
| 3M | +5.1% | +2.4% | +2.7% | +3.5% |
| 6M | +6.4% | +5.7% | +0.7% | +2.7% |
| YTD | +39.7% | +56.8% | -17.0% | +6.8% |
| 1Y | +37.2% | +59.3% | -22.0% | +3.8% |
| 3Y | +37.6% | +49.0% | -11.3% | +5.9% |
| 5Y | +76.5% | +88.1% | -11.6% | +13.9% |
| 10Y | +42.6% | +42.5% | +0.1% | -31.5% |
| All | +42.6% | +48.9% | -6.2% | -31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling