+72.0%
OVV vs BHP
+53.4%
+18.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -5.4% |
| 7D | -12.1% | -2.5% | -9.6% | -12.2% |
| 30D | +2.9% | -7.7% | +10.6% | +2.3% |
| 3M | +3.7% | -6.4% | +10.1% | +3.4% |
| 6M | +0.6% | +5.2% | -4.5% | +1.5% |
| YTD | +62.5% | +38.3% | +24.1% | +56.5% |
| 1Y | +72.0% | +53.4% | +18.6% | +64.2% |
| All | +72.0% | +53.4% | +18.6% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling