+231.2%
LNG vs OVV
+162.0%
+69.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.2% |
| 7D | -6.7% | -3.8% | -2.9% | -5.4% |
| 30D | +3.9% | +1.3% | +2.6% | +3.4% |
| 3M | +15.5% | +14.3% | +1.2% | +9.8% |
| 6M | +10.5% | +21.1% | -10.6% | +2.8% |
| YTD | +43.0% | +66.0% | -23.1% | +18.4% |
| 1Y | +18.9% | +59.3% | -40.4% | -0.7% |
| 3Y | +74.7% | +47.6% | +27.1% | +44.5% |
| 5Y | +231.2% | +162.0% | +69.3% | +100.4% |
| All | +231.2% | +162.0% | +69.3% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling