+194.7%
LNG vs OVV
+92.4%
+102.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +2.3% |
| 7D | -5.5% | -7.3% | +1.8% | -2.7% |
| 30D | +5.7% | -3.6% | +9.3% | +7.4% |
| 3M | +10.7% | -2.6% | +13.4% | +11.8% |
| 6M | +23.1% | +7.6% | +15.5% | +19.4% |
| YTD | +52.4% | +59.6% | -7.2% | +28.1% |
| 1Y | +40.0% | +62.2% | -22.2% | +16.6% |
| 3Y | +76.0% | +49.6% | +26.4% | +45.1% |
| 5Y | +194.7% | +98.9% | +95.8% | +111.7% |
| All | +194.7% | +92.4% | +102.3% | +111.7% |
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