+331.9%
RCL vs OVV
+58.9%
+273.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -1.2% | +8.0% | -9.2% | -3.8% |
| 30D | +17.8% | -2.0% | +19.9% | +17.9% |
| 3M | +4.9% | +5.4% | -0.5% | +1.9% |
| 6M | +23.7% | +14.3% | +9.5% | +15.1% |
| YTD | +17.8% | +69.4% | -51.6% | -7.0% |
| 1Y | +28.9% | +72.4% | -43.4% | +0.7% |
| 3Y | +241.9% | +58.4% | +183.5% | +165.3% |
| 5Y | +295.4% | +106.1% | +189.3% | +158.1% |
| All | +331.9% | +58.9% | +273.1% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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