+155.0%
OVV vs MKC
+534.8%
-379.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | +0.4% |
| 7D | -16.7% | +2.3% | -19.0% | -17.5% |
| 30D | -1.5% | +8.1% | -9.6% | -4.4% |
| 3M | +1.6% | -6.4% | +8.0% | +3.1% |
| 6M | +2.0% | +1.8% | +0.2% | 0.0% |
| YTD | +56.8% | -26.9% | +83.7% | +71.1% |
| 1Y | +64.8% | -21.7% | +86.5% | +75.3% |
| 3Y | +38.3% | -18.7% | +57.0% | +42.2% |
| 5Y | +84.9% | -32.8% | +117.7% | +98.9% |
| 10Y | +54.5% | +27.0% | +27.6% | +24.2% |
| All | +155.0% | +534.8% | -379.8% | +9.5% |
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