+106.0%
OVV vs EXEL
+281.2%
-175.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | +8.0% | -0.8% | +8.9% | +8.1% |
| 30D | -2.0% | +13.1% | -15.2% | -3.4% |
| 3M | +5.4% | +36.3% | -30.9% | +1.8% |
| 6M | +14.3% | +34.5% | -20.3% | +10.0% |
| YTD | +69.4% | +57.4% | +12.0% | +58.9% |
| 1Y | +72.4% | +62.9% | +9.4% | +60.6% |
| 3Y | +58.4% | +229.5% | -171.1% | +22.1% |
| All | +106.0% | +281.2% | -175.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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