-1.6%
ORLY vs OVV
+75.2%
-76.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.6% | +8.2% | +2.5% |
| 7D | +2.1% | -12.1% | +14.2% | +1.8% |
| 30D | +10.1% | +2.9% | +7.2% | +9.7% |
| 3M | +0.6% | +3.7% | -3.1% | +0.3% |
| 6M | -1.7% | +0.6% | -2.4% | -1.8% |
| YTD | +1.2% | +62.5% | -61.2% | -4.6% |
| 1Y | -1.6% | +72.0% | -73.6% | -6.7% |
| All | -1.6% | +75.2% | -76.8% | -6.7% |
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