+92.5%
EOG vs OVV
+84.0%
+8.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +1.9% |
| 7D | -11.1% | -16.7% | +5.5% | -0.9% |
| 30D | +2.7% | -1.5% | +4.2% | +3.7% |
| 3M | +8.8% | +1.6% | +7.2% | +7.8% |
| 6M | +10.8% | +2.0% | +8.8% | +9.5% |
| YTD | +44.6% | +56.8% | -12.2% | +10.9% |
| 1Y | +44.6% | +64.8% | -20.3% | +7.5% |
| 3Y | +29.5% | +38.3% | -8.8% | +2.4% |
| All | +92.5% | +84.0% | +8.5% | +23.6% |
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