+50.8%
OVV vs BHP
+509.4%
-458.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -2.5% |
| 7D | -3.7% | +1.3% | -5.0% | -4.8% |
| 30D | +8.0% | +4.0% | +4.0% | +4.0% |
| 3M | +11.3% | +12.3% | -1.0% | -2.3% |
| 6M | +24.0% | +30.8% | -6.8% | -9.2% |
| YTD | +65.3% | +58.8% | +6.6% | -0.9% |
| 1Y | +60.2% | +76.8% | -16.7% | -14.8% |
| 3Y | +46.9% | +87.5% | -40.5% | -31.8% |
| 5Y | +158.7% | +123.9% | +34.8% | -8.2% |
| 10Y | +50.8% | +504.4% | -453.5% | -72.1% |
| All | +50.8% | +509.4% | -458.6% | -72.1% |
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