+72.0%
OVV vs LBRT
-25.0%
+97.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -11.2% | +5.6% | -3.6% |
| 7D | -12.1% | -25.3% | +13.2% | -7.8% |
| 30D | +2.9% | -32.9% | +35.7% | +9.5% |
| 3M | +3.7% | -33.3% | +37.0% | +10.1% |
| 6M | +0.6% | -61.0% | +61.6% | +17.7% |
| YTD | +62.5% | -28.0% | +90.5% | +71.8% |
| 1Y | +72.0% | -21.5% | +93.5% | +79.8% |
| All | +72.0% | -25.0% | +97.0% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 1y: compounded portfolio wealth divided by compounded LBRT 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…
1y analysis · Full analysis span regression · 6 months rolling