+158.7%
OVV vs AEE
+42.4%
+116.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | -3.7% | +0.6% | -4.3% | -3.9% |
| 30D | +8.0% | -1.9% | +9.9% | +8.5% |
| 3M | +11.3% | +0.3% | +11.0% | +10.9% |
| 6M | +24.0% | -3.0% | +27.0% | +24.4% |
| YTD | +65.3% | +8.4% | +57.0% | +59.9% |
| 1Y | +60.2% | +9.8% | +50.4% | +53.9% |
| 3Y | +46.9% | +47.4% | -0.5% | +25.2% |
| 5Y | +158.7% | +38.9% | +119.8% | +133.7% |
| All | +158.7% | +42.4% | +116.3% | +133.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling