+14.1%
OVV vs LBRT
+33.5%
-19.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -2.3% |
| 7D | +0.3% | +8.3% | -8.0% | -4.0% |
| 30D | +11.7% | +6.1% | +5.6% | +7.6% |
| 3M | +9.8% | -34.8% | +44.6% | +32.5% |
| 6M | +26.6% | -24.8% | +51.4% | +39.3% |
| YTD | +67.0% | +12.2% | +54.8% | +43.3% |
| 1Y | +55.9% | +94.0% | -38.1% | -8.7% |
| 3Y | +45.5% | +31.3% | +14.2% | -0.4% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling