+118.0%
ORLY vs OVV
+162.0%
-43.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -1.0% | -3.8% | +2.8% | -0.9% |
| 30D | -6.7% | +1.3% | -7.9% | -6.7% |
| 3M | -3.8% | +14.3% | -18.2% | -4.3% |
| 6M | -9.0% | +21.1% | -30.1% | -9.8% |
| YTD | -5.6% | +66.0% | -71.6% | -7.6% |
| 1Y | -19.5% | +59.3% | -78.8% | -21.1% |
| 3Y | +34.7% | +47.6% | -12.8% | +31.6% |
| 5Y | +118.0% | +162.0% | -43.9% | +97.2% |
| All | +118.0% | +162.0% | -43.9% | +97.2% |
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