+54.8%
LUNR vs OVV
+104.6%
-49.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -4.8% |
| 7D | +0.5% | -3.8% | +4.3% | +0.9% |
| 30D | -5.3% | +1.3% | -6.6% | -5.5% |
| 3M | -45.6% | +14.3% | -60.0% | -46.6% |
| 6M | -17.4% | +21.1% | -38.5% | -19.7% |
| YTD | -7.9% | +66.0% | -74.0% | -13.9% |
| 1Y | +77.6% | +59.3% | +18.4% | +66.6% |
| 3Y | +247.4% | +47.6% | +199.9% | +221.3% |
| All | +54.8% | +104.6% | -49.8% | +45.2% |
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