+98.9%
OVV vs LSCC
+40.9%
+58.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.3% |
| 7D | -7.3% | +5.0% | -12.3% | -8.5% |
| 30D | -3.6% | -11.7% | +8.2% | -1.7% |
| 3M | -2.6% | -13.3% | +10.7% | -1.1% |
| 6M | +7.6% | -12.5% | +20.1% | +6.5% |
| YTD | +59.6% | +51.2% | +8.4% | +31.6% |
| 1Y | +62.2% | +65.9% | -3.7% | +29.5% |
| 3Y | +49.6% | +95.3% | -45.7% | +4.8% |
| 5Y | +98.9% | +38.6% | +60.3% | +53.7% |
| All | +98.9% | +40.9% | +58.0% | +53.7% |
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