-69.3%
FCEL vs OVV
+58.8%
-128.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.3% | -5.8% |
| 7D | -2.8% | +8.0% | -10.9% | -5.1% |
| 30D | -31.6% | -2.0% | -29.6% | -31.4% |
| 3M | -52.4% | +5.4% | -57.8% | -53.7% |
| 6M | -51.4% | +14.3% | -65.7% | -54.8% |
| YTD | +32.4% | +69.4% | -37.0% | +3.7% |
| 1Y | +37.5% | +72.4% | -34.9% | +6.0% |
| 3Y | -69.3% | +58.4% | -127.7% | -78.1% |
| All | -69.3% | +58.8% | -128.0% | -78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling