+60.2%
OVV vs XME
+42.7%
+17.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.0% |
| 7D | -3.7% | +3.6% | -7.3% | -3.7% |
| 30D | +8.0% | +3.6% | +4.3% | +8.0% |
| 3M | +11.3% | +1.2% | +10.1% | +11.9% |
| 6M | +24.0% | +9.0% | +15.0% | +23.8% |
| YTD | +65.3% | +15.9% | +49.4% | +64.7% |
| 1Y | +60.2% | +43.2% | +17.0% | +77.2% |
| All | +60.2% | +42.7% | +17.5% | +77.2% |
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