-99.1%
FCEL vs OVV
+57.6%
-156.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.6% | -7.2% |
| 7D | +14.8% | +6.5% | +8.2% | +12.1% |
| 30D | -33.9% | -2.7% | -31.2% | -33.4% |
| 3M | -52.7% | +3.1% | -55.8% | -53.7% |
| 6M | -40.0% | +12.8% | -52.8% | -44.3% |
| YTD | +40.2% | +68.1% | -27.9% | +12.2% |
| 1Y | +32.9% | +73.6% | -40.7% | +4.3% |
| 3Y | -66.8% | +57.6% | -124.4% | -73.7% |
| 5Y | -97.0% | +104.5% | -201.5% | -97.9% |
| All | -99.1% | +57.6% | -156.7% | -99.5% |
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