+171.6%
OVV vs RRX
+807.0%
-635.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.3% | +3.4% | -3.2% | -1.5% |
| 30D | +11.7% | -11.1% | +22.9% | +18.4% |
| 3M | +9.8% | -23.7% | +33.5% | +22.1% |
| 6M | +26.6% | -22.0% | +48.6% | +33.1% |
| YTD | +67.0% | +16.5% | +50.5% | +38.0% |
| 1Y | +55.9% | +11.5% | +44.4% | +30.0% |
| 3Y | +45.5% | +1.5% | +44.0% | +17.7% |
| 5Y | +157.3% | +18.3% | +139.1% | +84.3% |
| 10Y | +65.0% | +209.8% | -144.8% | -20.6% |
| All | +171.6% | +807.0% | -635.3% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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