+14.1%
OVV vs LBRT
+33.5%
-19.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.5% |
| 7D | +0.3% | +8.7% | -8.5% | -4.2% |
| 30D | +11.7% | +6.6% | +5.1% | +7.4% |
| 3M | +9.8% | -34.5% | +44.3% | +32.2% |
| 6M | +26.6% | -24.5% | +51.1% | +39.0% |
| YTD | +67.0% | +12.7% | +54.3% | +42.9% |
| 1Y | +55.9% | +94.8% | -38.9% | -8.9% |
| 3Y | +45.5% | +31.9% | +13.6% | -0.7% |
| 5Y | +157.3% | +111.8% | +45.5% | +28.6% |
| All | +14.1% | +33.5% | -19.4% | -36.2% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling