+171.6%
OVV vs LSCC
+576.2%
-404.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -2.2% |
| 7D | +0.3% | +1.3% | -1.0% | -0.1% |
| 30D | +11.7% | -9.7% | +21.4% | +14.3% |
| 3M | +9.8% | -23.7% | +33.5% | +15.2% |
| 6M | +26.6% | +26.5% | +0.1% | +14.4% |
| YTD | +67.0% | +57.5% | +9.5% | +41.4% |
| 1Y | +55.9% | +75.7% | -19.8% | +27.2% |
| 3Y | +45.5% | +19.5% | +26.0% | +23.7% |
| 5Y | +157.3% | +83.8% | +73.6% | +87.0% |
| 10Y | +65.0% | +1,772.4% | -1,707.4% | -30.3% |
| All | +171.6% | +576.2% | -404.6% | -19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling