+46.9%
OVV vs SCCO
+210.1%
-163.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -1.9% |
| 7D | -3.7% | +3.4% | -7.2% | -4.4% |
| 30D | +8.0% | +6.6% | +1.4% | +6.5% |
| 3M | +11.3% | +24.5% | -13.2% | +5.6% |
| 6M | +24.0% | +16.5% | +7.5% | +17.8% |
| YTD | +65.3% | +52.1% | +13.2% | +40.4% |
| 1Y | +60.2% | +114.2% | -54.0% | +18.1% |
| 3Y | +46.9% | +207.4% | -160.5% | -8.0% |
| All | +46.9% | +210.1% | -163.2% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling