+86.1%
OVV vs LSCC
+18.7%
+67.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -8.6% | +5.7% | -1.0% |
| 7D | -14.9% | -4.8% | -10.1% | -14.4% |
| 30D | -0.9% | -27.1% | +26.2% | +5.5% |
| 3M | +5.6% | -23.6% | +29.2% | +10.4% |
| 6M | -2.5% | -19.8% | +17.3% | -1.8% |
| YTD | +57.8% | +33.2% | +24.6% | +33.9% |
| 1Y | +70.1% | +55.2% | +14.8% | +37.2% |
| 3Y | +35.1% | +70.1% | -35.0% | -2.3% |
| 5Y | +86.1% | +19.5% | +66.6% | +52.1% |
| All | +86.1% | +18.7% | +67.4% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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