+35.2%
XOP vs ROIV
+101.7%
-66.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | +0.5% |
| 7D | -10.0% | +13.3% | -23.3% | -9.1% |
| 30D | -9.1% | +14.8% | -23.8% | -8.0% |
| 3M | +5.1% | +11.9% | -6.8% | +6.2% |
| 6M | +6.4% | +42.4% | -36.0% | +9.4% |
| YTD | +39.7% | +87.4% | -47.7% | +41.3% |
| All | +35.2% | +101.7% | -66.5% | +38.3% |
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