+171.6%
OVV vs BHP
+2,838.7%
-2,667.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.5% |
| 7D | +0.3% | -2.9% | +3.2% | +2.2% |
| 30D | +11.7% | +3.4% | +8.4% | +8.9% |
| 3M | +9.8% | +4.1% | +5.7% | +4.6% |
| 6M | +26.6% | +20.6% | +6.0% | +5.8% |
| YTD | +67.0% | +56.1% | +11.0% | +15.8% |
| 1Y | +55.9% | +69.6% | -13.7% | +1.0% |
| 3Y | +45.5% | +78.8% | -33.3% | -12.5% |
| 5Y | +157.3% | +113.1% | +44.3% | +35.8% |
| 10Y | +65.0% | +505.9% | -440.9% | -42.6% |
| All | +171.6% | +2,838.7% | -2,667.1% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling