+304.3%
JCI vs OVV
+50.1%
+254.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.4% | +2.8% |
| 7D | -9.4% | -16.7% | +7.3% | -6.8% |
| 30D | -13.4% | -1.5% | -11.9% | -13.3% |
| 3M | -12.4% | +1.6% | -14.0% | -12.9% |
| 6M | -5.1% | +2.0% | -7.2% | -6.0% |
| YTD | +13.7% | +56.8% | -43.1% | +4.7% |
| 1Y | +11.4% | +64.8% | -53.4% | +1.5% |
| 3Y | +175.9% | +38.3% | +137.6% | +154.5% |
| 5Y | +98.4% | +84.9% | +13.5% | +69.4% |
| All | +304.3% | +50.1% | +254.3% | +179.2% |
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