+35.2%
XOP vs ROIV
+201.4%
-166.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.4% | -1.0% |
| 7D | +2.6% | +0.6% | +1.9% | +2.5% |
| 30D | +15.4% | +1.0% | +14.5% | +15.2% |
| 3M | +12.1% | +18.3% | -6.2% | +9.4% |
| 6M | +19.7% | +18.3% | +1.4% | +16.4% |
| YTD | +52.4% | +61.0% | -8.6% | +39.7% |
| 1Y | +47.6% | +177.9% | -130.3% | +20.4% |
| All | +35.2% | +201.4% | -166.2% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling