+64,057.7%
LNG vs OVV
+158.7%
+63,899.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.7% | +2.5% |
| 7D | +4.5% | +1.2% | +3.3% | +4.0% |
| 30D | +8.0% | -2.5% | +10.6% | +9.4% |
| 3M | +15.0% | +0.5% | +14.5% | +14.6% |
| 6M | +27.1% | +8.5% | +18.6% | +22.4% |
| YTD | +58.1% | +64.5% | -6.3% | +27.8% |
| 1Y | +45.0% | +64.7% | -19.7% | +16.6% |
| 3Y | +82.6% | +54.1% | +28.5% | +44.1% |
| 5Y | +206.8% | +95.4% | +111.4% | +102.9% |
| 10Y | +796.3% | +54.9% | +741.4% | +298.9% |
| All | +64,057.7% | +158.7% | +63,899.0% | +25,344.6% |
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