+98.9%
OVV vs GPC
+7.2%
+91.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.6% | +2.0% |
| 7D | -7.3% | +0.4% | -7.6% | -7.4% |
| 30D | -3.6% | -1.8% | -1.8% | -3.4% |
| 3M | -2.6% | -6.6% | +3.9% | -1.2% |
| 6M | +7.6% | +21.3% | -13.8% | -0.1% |
| YTD | +59.6% | +4.3% | +55.3% | +54.6% |
| 1Y | +62.2% | +3.3% | +59.0% | +57.6% |
| 3Y | +49.6% | +0.8% | +48.8% | +38.9% |
| 5Y | +98.9% | +7.4% | +91.5% | +70.2% |
| All | +98.9% | +7.2% | +91.7% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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