+773.1%
EXPE vs OVV
-9.5%
+782.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.9% | -10.9% | -13.1% |
| 7D | -3.6% | -14.9% | +11.3% | -0.2% |
| 30D | +4.8% | -0.9% | +5.7% | +4.7% |
| 3M | -14.6% | +5.6% | -20.2% | -16.2% |
| 6M | +10.0% | -2.5% | +12.5% | +9.0% |
| YTD | -3.3% | +57.8% | -61.1% | -15.3% |
| 1Y | +28.4% | +70.1% | -41.7% | +10.2% |
| 3Y | +145.1% | +35.1% | +110.0% | +117.6% |
| 5Y | +51.6% | +86.1% | -34.4% | +18.3% |
| 10Y | +128.8% | +55.5% | +73.3% | +37.3% |
| All | +773.1% | -9.5% | +782.6% | +485.1% |
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 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