+83.5%
OVV vs PCOR
-19.6%
+103.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | -16.7% | +22.7% | -39.4% | -20.8% |
| 30D | -1.5% | +37.5% | -39.0% | -8.9% |
| 3M | +1.6% | +35.2% | -33.6% | -6.2% |
| 6M | +2.0% | +42.2% | -40.2% | -7.7% |
| YTD | +56.8% | +3.6% | +53.2% | +51.5% |
| 1Y | +64.8% | -4.8% | +69.6% | +63.1% |
| 3Y | +38.3% | +48.3% | -10.1% | +17.8% |
| All | +83.5% | -19.6% | +103.1% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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