+49.6%
OVV vs LBRT
-30.4%
+80.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +3.0% |
| 7D | -7.3% | -15.7% | +8.4% | -2.4% |
| 30D | -3.6% | -34.3% | +30.7% | +9.8% |
| 3M | -2.6% | -40.6% | +38.0% | +13.9% |
| 6M | +7.6% | -62.0% | +69.6% | +45.6% |
| YTD | +59.6% | -31.6% | +91.2% | +66.6% |
| 1Y | +62.2% | -25.8% | +88.0% | +62.2% |
| 3Y | +49.6% | -30.4% | +80.0% | +43.3% |
| All | +49.6% | -30.4% | +80.0% | +43.3% |
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