+198.6%
CVX vs OVV
+48.9%
+149.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -7.5% | -10.7% | +3.3% | -4.0% |
| 30D | -0.6% | -5.3% | +4.7% | +1.2% |
| 3M | +14.0% | +2.4% | +11.6% | +13.0% |
| 6M | +18.1% | +5.7% | +12.5% | +15.9% |
| YTD | +42.2% | +56.8% | -14.6% | +22.7% |
| 1Y | +41.3% | +59.3% | -17.9% | +21.2% |
| 3Y | +68.3% | +49.0% | +19.4% | +44.4% |
| 5Y | +122.0% | +88.1% | +33.9% | +70.4% |
| 10Y | +198.6% | +42.5% | +156.0% | +68.3% |
| All | +198.6% | +48.9% | +149.7% | +68.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling