+156.7%
OVV vs RY
+2,981.4%
-2,824.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | 0.0% | -0.2% |
| 7D | -14.9% | -1.1% | -13.8% | -14.3% |
| 30D | -0.9% | +4.4% | -5.4% | -5.3% |
| 3M | +5.6% | -2.9% | +8.5% | +7.5% |
| 6M | -2.5% | +15.6% | -18.1% | -16.7% |
| YTD | +57.8% | +21.8% | +36.0% | +26.7% |
| 1Y | +70.1% | +42.6% | +27.5% | +17.1% |
| 3Y | +35.1% | +160.9% | -125.8% | -48.7% |
| 5Y | +86.1% | +126.1% | -40.0% | -17.3% |
| 10Y | +55.5% | +371.7% | -316.2% | -53.0% |
| All | +156.7% | +2,981.4% | -2,824.8% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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