-31.7%
OVV vs LPLA
+1,311.2%
-1,342.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +0.3% | -3.1% | +3.3% | +1.9% |
| 30D | +11.7% | -0.1% | +11.8% | +11.6% |
| 3M | +9.8% | +23.2% | -13.4% | -3.6% |
| 6M | +26.6% | +15.5% | +11.0% | +13.6% |
| YTD | +67.0% | +0.9% | +66.1% | +60.1% |
| 1Y | +55.9% | +0.2% | +55.8% | +48.3% |
| 3Y | +45.5% | +55.2% | -9.7% | +2.0% |
| 5Y | +157.3% | +145.4% | +11.9% | +28.8% |
| 10Y | +65.0% | +1,229.7% | -1,164.7% | -57.0% |
| All | -31.7% | +1,311.2% | -1,342.9% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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