+39.2%
OVV vs LBRT
-41.2%
+80.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -13.7% | +10.8% | +1.8% |
| 7D | -14.9% | -34.8% | +19.9% | -2.1% |
| 30D | -0.9% | -43.6% | +42.7% | +19.1% |
| 3M | +5.6% | -41.2% | +46.8% | +24.2% |
| 6M | -2.5% | -66.1% | +63.6% | +37.8% |
| YTD | +57.8% | -37.9% | +95.7% | +70.7% |
| 1Y | +70.1% | -33.9% | +103.9% | +77.6% |
| All | +39.2% | -41.2% | +80.3% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling