+8.5%
OVV vs SCCO
-4.4%
+12.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +3.1% |
| 7D | +1.2% | -2.4% | +3.6% | +1.0% |
| 30D | -2.5% | -16.5% | +13.9% | -3.9% |
| 3M | +0.5% | -10.4% | +10.9% | -0.2% |
| 6M | +8.5% | -2.8% | +11.2% | +9.1% |
| All | +8.5% | -4.4% | +12.9% | +9.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling