+86.1%
OVV vs LBRT
+1.0%
+85.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -13.7% | +10.8% | +3.7% |
| 7D | -14.9% | -34.8% | +19.9% | +3.5% |
| 30D | -0.9% | -43.6% | +42.7% | +28.2% |
| 3M | +5.6% | -41.2% | +46.8% | +32.4% |
| 6M | -2.5% | -66.1% | +63.6% | +56.2% |
| YTD | +57.8% | -37.9% | +95.7% | +75.8% |
| 1Y | +70.1% | -33.9% | +103.9% | +80.7% |
| 3Y | +35.1% | -40.9% | +76.0% | +36.9% |
| 5Y | +86.1% | +2.1% | +84.0% | +27.5% |
| All | +86.1% | +1.0% | +85.1% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling