+140.6%
EXE vs OVV
+242.9%
-102.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.6% |
| 7D | -6.6% | -16.7% | +10.1% | +0.9% |
| 30D | -4.0% | -1.5% | -2.5% | -3.6% |
| 3M | -7.5% | +1.6% | -9.0% | -8.4% |
| 6M | -11.7% | +2.0% | -13.7% | -13.2% |
| YTD | -22.0% | +56.8% | -78.8% | -36.9% |
| 1Y | -21.8% | +64.8% | -86.6% | -38.2% |
| 3Y | +8.0% | +38.3% | -30.2% | -12.0% |
| 5Y | +62.3% | +84.9% | -22.6% | +13.4% |
| All | +140.6% | +242.9% | -102.2% | +43.7% |
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