+2,664.2%
LRCX vs OVV
+51.8%
+2,612.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.0% | +5.5% |
| 7D | +6.5% | +1.2% | +5.3% | +6.4% |
| 30D | -23.8% | -2.5% | -21.3% | -23.4% |
| 3M | -24.2% | +0.5% | -24.7% | -24.5% |
| 6M | -20.2% | +8.5% | -28.7% | -22.2% |
| YTD | +38.2% | +64.5% | -26.2% | +22.0% |
| 1Y | +48.9% | +64.7% | -15.8% | +31.0% |
| 3Y | +252.8% | +54.1% | +198.7% | +210.3% |
| 5Y | +304.3% | +95.4% | +208.9% | +229.9% |
| 10Y | +2,664.2% | +54.9% | +2,609.3% | +1,663.3% |
| All | +2,664.2% | +51.8% | +2,612.4% | +1,663.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling