+72.0%
OVV vs LUMN
-59.3%
+131.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.9% | +0.3% | -5.7% |
| 7D | -12.1% | -6.9% | -5.2% | -12.2% |
| 30D | +2.9% | -20.5% | +23.3% | +2.6% |
| 3M | +3.7% | -33.4% | +37.1% | +3.3% |
| 6M | +0.6% | -52.1% | +52.7% | -0.4% |
| YTD | +62.5% | -42.5% | +104.9% | +59.7% |
| 1Y | +72.0% | -57.6% | +129.6% | +67.4% |
| All | +72.0% | -59.3% | +131.3% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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