+92.7%
XOP vs ROIV
+380.3%
-287.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.0% |
| 7D | +6.3% | +1.7% | +4.7% | +6.2% |
| 30D | -6.6% | +17.6% | -24.2% | -7.6% |
| 3M | +3.6% | +9.0% | -5.4% | +2.8% |
| 6M | +10.8% | +35.3% | -24.5% | +8.1% |
| YTD | +48.3% | +82.2% | -33.9% | +40.9% |
| 1Y | +42.9% | +92.3% | -49.3% | +35.1% |
| 3Y | +43.3% | +336.8% | -293.5% | +26.9% |
| All | +92.7% | +380.3% | -287.7% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling