+42.5%
OVV vs BHP
+363.1%
-320.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.8% | -3.1% |
| 7D | -10.7% | +3.5% | -14.2% | -13.5% |
| 30D | -5.3% | -4.5% | -0.8% | -2.5% |
| 3M | +2.4% | -6.4% | +8.7% | +6.1% |
| 6M | +5.7% | -0.1% | +5.7% | -0.3% |
| YTD | +56.8% | +43.0% | +13.7% | +0.9% |
| 1Y | +59.3% | +56.5% | +2.8% | -6.4% |
| 3Y | +49.0% | +62.0% | -13.1% | -21.9% |
| 5Y | +88.1% | +130.4% | -42.2% | -38.7% |
| 10Y | +42.5% | +349.1% | -306.5% | -65.9% |
| All | +42.5% | +363.1% | -320.6% | -65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling