+171.6%
OVV vs RRC
+1,274.1%
-1,102.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.2% |
| 7D | +0.3% | +1.3% | -1.0% | -0.5% |
| 30D | +11.7% | +10.1% | +1.6% | +5.8% |
| 3M | +9.8% | +4.0% | +5.8% | +7.4% |
| 6M | +26.6% | +1.6% | +25.0% | +25.6% |
| YTD | +67.0% | +19.7% | +47.3% | +50.4% |
| 1Y | +55.9% | +21.4% | +34.5% | +38.8% |
| 3Y | +45.5% | +29.7% | +15.8% | +23.8% |
| 5Y | +157.3% | +153.9% | +3.5% | +43.4% |
| 10Y | +65.0% | +10.8% | +54.2% | +20.8% |
| All | +171.6% | +1,274.1% | -1,102.5% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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