+171.6%
OVV vs MKC
+575.9%
-404.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.4% |
| 7D | +0.3% | -5.9% | +6.1% | +2.3% |
| 30D | +11.7% | -0.9% | +12.6% | +11.9% |
| 3M | +9.8% | +12.7% | -2.9% | +4.7% |
| 6M | +26.6% | -19.3% | +45.9% | +34.7% |
| YTD | +67.0% | -22.2% | +89.2% | +79.6% |
| 1Y | +55.9% | -23.3% | +79.3% | +67.9% |
| 3Y | +45.5% | -30.0% | +75.5% | +59.0% |
| 5Y | +157.3% | -33.8% | +191.1% | +181.3% |
| 10Y | +65.0% | +24.4% | +40.6% | +35.7% |
| All | +171.6% | +575.9% | -404.2% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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