+171.6%
OVV vs GPC
+709.5%
-537.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.4% |
| 7D | +0.3% | +1.2% | -0.9% | -0.5% |
| 30D | +11.7% | +6.0% | +5.8% | +7.7% |
| 3M | +9.8% | +42.6% | -32.8% | -13.2% |
| 6M | +26.6% | +22.8% | +3.8% | +8.0% |
| YTD | +67.0% | +15.5% | +51.6% | +45.9% |
| 1Y | +55.9% | +2.0% | +53.9% | +46.6% |
| 3Y | +45.5% | -1.4% | +46.9% | +31.1% |
| 5Y | +157.3% | +30.6% | +126.8% | +88.4% |
| 10Y | +65.0% | +80.6% | -15.6% | +1.0% |
| All | +171.6% | +709.5% | -537.8% | -30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling