+56.5%
OVV vs AEE
+186.8%
-130.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.6% |
| 7D | -3.8% | +1.1% | -4.8% | -4.1% |
| 30D | +1.3% | 0.0% | +1.3% | +1.2% |
| 3M | +14.3% | -0.9% | +15.3% | +14.4% |
| 6M | +21.1% | -2.4% | +23.5% | +21.4% |
| YTD | +66.0% | +8.6% | +57.4% | +60.4% |
| 1Y | +59.3% | +10.2% | +49.1% | +52.9% |
| 3Y | +47.6% | +47.8% | -0.3% | +26.4% |
| 5Y | +162.0% | +40.1% | +121.9% | +127.9% |
| 10Y | +56.5% | +195.0% | -138.5% | +42.6% |
| All | +56.5% | +186.8% | -130.3% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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