+98.9%
OVV vs SCCO
+271.3%
-172.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.9% |
| 7D | -7.3% | -1.8% | -5.5% | -6.9% |
| 30D | -3.6% | -17.8% | +14.2% | +2.7% |
| 3M | -2.6% | -12.5% | +9.9% | +0.4% |
| 6M | +7.6% | -4.1% | +11.6% | +4.7% |
| YTD | +59.6% | +25.5% | +34.1% | +28.1% |
| 1Y | +62.2% | +31.0% | +31.2% | +26.7% |
| 3Y | +49.6% | +178.7% | -129.1% | -34.0% |
| 5Y | +98.9% | +279.7% | -180.7% | -37.8% |
| All | +98.9% | +271.3% | -172.4% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling