+56.5%
OVV vs SCCO
+1,159.3%
-1,102.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.2% |
| 7D | -3.8% | +2.4% | -6.2% | -5.3% |
| 30D | +1.3% | +6.4% | -5.1% | -3.2% |
| 3M | +14.3% | +21.6% | -7.2% | -1.6% |
| 6M | +21.1% | +13.4% | +7.7% | +3.2% |
| YTD | +66.0% | +52.6% | +13.4% | +10.8% |
| 1Y | +59.3% | +122.4% | -63.1% | -20.8% |
| 3Y | +47.6% | +208.5% | -160.9% | -49.0% |
| 5Y | +162.0% | +353.9% | -191.9% | -37.6% |
| 10Y | +56.5% | +1,187.3% | -1,130.8% | -81.2% |
| All | +56.5% | +1,159.3% | -1,102.8% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling