+72.0%
OVV vs XME
+5.2%
+66.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.6% |
| 7D | -12.1% | -5.5% | -6.7% | -12.2% |
| 30D | +2.9% | -11.1% | +14.0% | +2.7% |
| 3M | +3.7% | -11.1% | +14.8% | +3.5% |
| 6M | +0.6% | -18.0% | +18.6% | +1.4% |
| YTD | +62.5% | -7.4% | +69.8% | +63.3% |
| 1Y | +72.0% | +6.7% | +65.3% | +67.5% |
| All | +72.0% | +5.2% | +66.8% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling