+64.7%
OVV vs LBRT
-23.4%
+88.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.3% | -0.2% | +2.5% |
| 7D | +1.2% | -1.9% | +3.1% | +1.4% |
| 30D | -2.5% | -32.0% | +29.5% | +3.5% |
| 3M | +0.5% | -39.7% | +40.2% | +8.4% |
| 6M | +8.5% | -61.1% | +69.6% | +27.1% |
| YTD | +64.5% | -29.4% | +93.8% | +72.9% |
| 1Y | +64.7% | -24.5% | +89.1% | +70.5% |
| All | +64.7% | -23.4% | +88.1% | +70.5% |
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