+180.5%
BP vs OVV
+162.8%
+17.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +1.2% |
| 7D | +3.9% | +0.3% | +3.7% | +3.8% |
| 30D | +7.6% | +11.7% | -4.1% | +3.3% |
| 3M | +0.7% | +9.8% | -9.1% | -2.7% |
| 6M | +15.5% | +26.6% | -11.1% | +5.9% |
| YTD | +30.8% | +67.0% | -36.2% | +8.4% |
| 1Y | +34.3% | +55.9% | -21.6% | +13.7% |
| 3Y | +35.1% | +45.5% | -10.4% | +14.1% |
| 5Y | +126.8% | +157.3% | -30.5% | +47.5% |
| 10Y | +123.4% | +65.0% | +58.4% | +13.6% |
| All | +180.5% | +162.8% | +17.7% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling