-6.7%
ORLY vs OVV
+70.1%
-76.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.2% |
| 7D | +0.1% | +6.5% | -6.5% | +0.3% |
| 30D | +6.4% | -2.7% | +9.1% | +6.2% |
| 3M | -0.5% | +3.1% | -3.7% | -0.7% |
| 6M | -0.3% | +12.8% | -13.1% | -0.6% |
| YTD | +0.4% | +68.1% | -67.7% | -4.6% |
| 1Y | -6.7% | +73.6% | -80.3% | -11.1% |
| All | -6.7% | +70.1% | -76.7% | -11.1% |
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