+167.5%
OVV vs SCCO
+26,733.0%
-26,565.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +2.4% |
| 7D | +1.2% | -2.4% | +3.6% | +2.2% |
| 30D | -2.5% | -16.5% | +13.9% | +5.6% |
| 3M | +0.5% | -10.4% | +10.9% | +3.7% |
| 6M | +8.5% | -2.8% | +11.2% | +3.9% |
| YTD | +64.5% | +27.2% | +37.3% | +29.1% |
| 1Y | +64.7% | +33.6% | +31.1% | +25.4% |
| 3Y | +54.1% | +182.4% | -128.2% | -26.7% |
| 5Y | +95.4% | +262.8% | -167.3% | -19.5% |
| 10Y | +54.9% | +724.4% | -669.4% | -53.9% |
| All | +167.5% | +26,733.0% | -26,565.6% | -65.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling