+88.2%
OVV vs BHP
+118.9%
-30.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.5% |
| 7D | -16.7% | +0.9% | -17.6% | -17.1% |
| 30D | -1.5% | -6.3% | +4.8% | +1.3% |
| 3M | +1.6% | -7.1% | +8.7% | +4.3% |
| 6M | +2.0% | -3.2% | +5.2% | +0.5% |
| YTD | +56.8% | +37.9% | +18.9% | +20.4% |
| 1Y | +64.8% | +49.7% | +15.2% | +19.5% |
| 3Y | +38.3% | +51.7% | -13.4% | -5.5% |
| All | +88.2% | +118.9% | -30.7% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling