+44.2%
BP vs OVV
+34.1%
+10.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.1% |
| 7D | -11.6% | -16.7% | +5.0% | -3.3% |
| 30D | 0.0% | -1.5% | +1.5% | +0.9% |
| 3M | +6.7% | +1.6% | +5.2% | +5.9% |
| 6M | +2.2% | +2.0% | +0.1% | +1.0% |
| YTD | +33.0% | +56.8% | -23.8% | +8.0% |
| 1Y | +30.7% | +64.8% | -34.1% | +3.7% |
| 3Y | +44.2% | +38.3% | +5.9% | +18.7% |
| All | +44.2% | +34.1% | +10.1% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling