+91.4%
ORCL vs OVV
+160.2%
-68.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +3.3% |
| 7D | +5.3% | +0.3% | +5.0% | +5.2% |
| 30D | +10.0% | +11.7% | -1.8% | +7.9% |
| 3M | -32.6% | +9.8% | -42.4% | -33.8% |
| 6M | +4.9% | +26.6% | -21.6% | +0.2% |
| YTD | -17.8% | +67.0% | -84.8% | -25.2% |
| 1Y | -28.0% | +55.9% | -83.9% | -33.8% |
| 3Y | +36.0% | +45.5% | -9.5% | +23.6% |
| All | +91.4% | +160.2% | -68.7% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling