+27.1%
LNG vs OVV
+8.9%
+18.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.7% | +2.1% |
| 7D | +4.5% | +1.2% | +3.3% | +3.9% |
| 30D | +8.0% | -2.5% | +10.6% | +10.2% |
| 3M | +15.0% | +0.5% | +14.5% | +15.2% |
| 6M | +27.1% | +8.5% | +18.6% | +21.5% |
| All | +27.1% | +8.9% | +18.2% | +21.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling