+345.4%
JCI vs OVV
+54.5%
+290.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | +5.1% | -3.7% | +8.8% | +5.7% |
| 30D | -3.8% | +8.0% | -11.8% | -5.1% |
| 3M | +1.9% | +11.3% | -9.4% | -0.1% |
| 6M | +11.2% | +24.0% | -12.8% | +6.7% |
| YTD | +22.9% | +65.3% | -42.4% | +12.6% |
| 1Y | +37.4% | +60.2% | -22.8% | +25.9% |
| 3Y | +167.8% | +46.9% | +120.9% | +145.0% |
| 5Y | +115.0% | +158.7% | -43.7% | +75.0% |
| All | +345.4% | +54.5% | +290.9% | +203.3% |
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