+112.8%
ORLY vs OVV
+107.0%
+5.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | +2.6% | +8.0% | -5.5% | +2.3% |
| 30D | +6.3% | -2.0% | +8.4% | +6.3% |
| 3M | -0.4% | +5.4% | -5.8% | -0.7% |
| 6M | +2.8% | +14.3% | -11.5% | +2.1% |
| YTD | +1.1% | +69.4% | -68.4% | -1.3% |
| 1Y | -6.3% | +72.4% | -78.6% | -8.5% |
| 3Y | +38.9% | +58.4% | -19.5% | +35.0% |
| All | +112.8% | +107.0% | +5.9% | +91.6% |
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