+166.0%
CVX vs OVV
+153.1%
+12.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.0% |
| 7D | -0.6% | -3.7% | +3.1% | +0.9% |
| 30D | +13.4% | +8.0% | +5.5% | +9.9% |
| 3M | +11.8% | +11.3% | +0.6% | +7.0% |
| 6M | +12.4% | +24.0% | -11.6% | +2.9% |
| YTD | +41.5% | +65.3% | -23.8% | +15.1% |
| 1Y | +41.6% | +60.2% | -18.6% | +16.1% |
| 3Y | +42.2% | +46.9% | -4.7% | +17.0% |
| 5Y | +166.0% | +158.7% | +7.2% | +70.1% |
| All | +166.0% | +153.1% | +12.8% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling