+171.6%
OVV vs AEE
+610.0%
-438.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +0.3% | +0.3% | -0.1% | +0.1% |
| 30D | +11.7% | -2.3% | +14.0% | +12.9% |
| 3M | +9.8% | +0.2% | +9.6% | +9.1% |
| 6M | +26.6% | -4.7% | +31.3% | +28.6% |
| YTD | +67.0% | +8.1% | +58.9% | +58.4% |
| 1Y | +55.9% | +8.5% | +47.4% | +47.2% |
| 3Y | +45.5% | +48.9% | -3.4% | +13.0% |
| 5Y | +157.3% | +39.9% | +117.4% | +103.8% |
| 10Y | +65.0% | +186.5% | -121.5% | -18.2% |
| All | +171.6% | +610.0% | -438.3% | -34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling