+106.0%
OVV vs LEN
-13.2%
+119.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +8.0% | -5.8% | +13.8% | +9.0% |
| 30D | -2.0% | +13.7% | -15.7% | -4.7% |
| 3M | +5.4% | -3.9% | +9.3% | +5.5% |
| 6M | +14.3% | -0.4% | +14.6% | +12.4% |
| YTD | +69.4% | -16.8% | +86.3% | +72.7% |
| 1Y | +72.4% | -29.5% | +101.9% | +83.2% |
| 3Y | +58.4% | -25.6% | +84.0% | +59.3% |
| All | +106.0% | -13.2% | +119.2% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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