+37.7%
OKE vs OVV
+55.2%
-17.5%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | 0.0% | -2.9% | +2.9% | +1.3% |
| 30D | +4.6% | +0.9% | +3.7% | +4.1% |
| 3M | +6.9% | +11.0% | -4.1% | +1.4% |
| 6M | +15.8% | +22.3% | -6.5% | +5.8% |
| YTD | +35.2% | +65.1% | -29.9% | +9.4% |
| All | +37.7% | +55.2% | -17.5% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling