+185.1%
BP vs OVV
+146.7%
+38.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.1% |
| 7D | -11.6% | -16.7% | +5.0% | -5.5% |
| 30D | 0.0% | -1.5% | +1.5% | +0.7% |
| 3M | +6.7% | +1.6% | +5.2% | +6.1% |
| 6M | +2.2% | +2.0% | +0.1% | +1.4% |
| YTD | +33.0% | +56.8% | -23.8% | +12.7% |
| 1Y | +30.7% | +64.8% | -34.1% | +8.7% |
| 3Y | +44.2% | +38.3% | +5.9% | +24.5% |
| 5Y | +105.1% | +84.9% | +20.3% | +50.5% |
| 10Y | +133.5% | +54.5% | +79.0% | +22.7% |
| All | +185.1% | +146.7% | +38.4% | -21.3% |
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