+74.7%
LNG vs OVV
+47.2%
+27.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -5.1% |
| 7D | -6.2% | -3.7% | -2.4% | -4.9% |
| 30D | +8.0% | +8.0% | 0.0% | +5.1% |
| 3M | +16.9% | +11.3% | +5.6% | +12.5% |
| 6M | +8.7% | +24.0% | -15.3% | +0.9% |
| YTD | +43.0% | +65.3% | -22.3% | +20.9% |
| 1Y | +19.4% | +60.2% | -40.7% | +1.5% |
| 3Y | +74.7% | +46.9% | +27.8% | +48.1% |
| All | +74.7% | +47.2% | +27.5% | +48.1% |
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