+50.8%
OVV vs TECK
+373.9%
-323.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -3.4% |
| 7D | -3.7% | +7.8% | -11.5% | -7.8% |
| 30D | +8.0% | +8.3% | -0.3% | +2.8% |
| 3M | +11.3% | +16.1% | -4.8% | -0.5% |
| 6M | +24.0% | +42.9% | -18.9% | -5.9% |
| YTD | +65.3% | +50.8% | +14.6% | +18.9% |
| 1Y | +60.2% | +106.1% | -45.9% | -7.6% |
| 3Y | +46.9% | +84.0% | -37.1% | -16.4% |
| 5Y | +158.7% | +223.5% | -64.7% | -5.4% |
| 10Y | +50.8% | +378.1% | -327.2% | -55.9% |
| All | +50.8% | +373.9% | -323.1% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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