+9.3%
ORCL vs OVV
+35.0%
-25.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.1% | -6.3% |
| 7D | -17.5% | -14.9% | -2.6% | -14.4% |
| 30D | -20.2% | -0.9% | -19.2% | -20.0% |
| 3M | -19.9% | +5.6% | -25.5% | -21.5% |
| 6M | -37.4% | -2.5% | -34.9% | -37.7% |
| YTD | -40.1% | +57.8% | -97.9% | -48.9% |
| 1Y | -53.4% | +70.1% | -123.4% | -61.2% |
| All | +9.3% | +35.0% | -25.6% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling