+61,283.6%
LNG vs OVV
+162.8%
+61,120.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.1% |
| 7D | +3.4% | +0.3% | +3.2% | +3.3% |
| 30D | +14.9% | +11.7% | +3.1% | +9.7% |
| 3M | +21.4% | +9.8% | +11.6% | +16.5% |
| 6M | +17.8% | +26.6% | -8.8% | +6.5% |
| YTD | +51.3% | +67.0% | -15.7% | +21.6% |
| 1Y | +24.4% | +55.9% | -31.5% | +2.0% |
| 3Y | +79.7% | +45.5% | +34.2% | +45.0% |
| 5Y | +241.3% | +157.3% | +84.0% | +100.1% |
| 10Y | +603.1% | +65.0% | +538.1% | +198.7% |
| All | +61,283.6% | +162.8% | +61,120.8% | +24,115.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling