+423.9%
ORLY vs OVV
+57.6%
+366.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.0% |
| 7D | +0.1% | +6.5% | -6.5% | -0.3% |
| 30D | +6.4% | -2.7% | +9.1% | +6.5% |
| 3M | -0.5% | +3.1% | -3.7% | -0.9% |
| 6M | -0.3% | +12.8% | -13.1% | -1.3% |
| YTD | +0.4% | +68.1% | -67.7% | -3.4% |
| 1Y | -6.7% | +73.6% | -80.3% | -10.4% |
| 3Y | +39.3% | +57.6% | -18.3% | +33.2% |
| 5Y | +111.6% | +104.5% | +7.1% | +94.2% |
| All | +423.9% | +57.6% | +366.3% | +347.9% |
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 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