+59.3%
OVV vs LNT
+12.7%
+46.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | +0.1% |
| 7D | -10.7% | +0.6% | -11.3% | -10.6% |
| 30D | -5.3% | +12.4% | -17.7% | -5.0% |
| 3M | +2.4% | +6.7% | -4.3% | +2.4% |
| 6M | +5.7% | +3.9% | +1.7% | +5.9% |
| YTD | +56.8% | +16.5% | +40.2% | +47.3% |
| All | +59.3% | +12.7% | +46.6% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 1y: compounded portfolio wealth divided by compounded LNT 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…
1y analysis · Full analysis span regression · 6 months rolling