+54.2%
XOP vs ROIV
+221.6%
-167.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +18.8% | -17.1% | +2.2% |
| 7D | +0.6% | +20.2% | -19.5% | +1.2% |
| 30D | +16.5% | +14.1% | +2.4% | +17.0% |
| 3M | +15.7% | +45.6% | -29.9% | +17.2% |
| 6M | +19.2% | +44.1% | -24.9% | +21.1% |
| YTD | +55.0% | +91.2% | -36.2% | +53.6% |
| 1Y | +54.2% | +221.3% | -167.1% | +42.3% |
| All | +54.2% | +221.6% | -167.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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