+379.0%
RCL vs OVV
+48.9%
+330.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +5.0% | -10.7% | +15.7% | +8.9% |
| 30D | +19.4% | -5.3% | +24.7% | +20.8% |
| 3M | +5.9% | +2.4% | +3.5% | +3.7% |
| 6M | +23.8% | +5.7% | +18.1% | +18.3% |
| YTD | +22.8% | +56.8% | -33.9% | -0.4% |
| 1Y | +34.3% | +59.3% | -25.0% | +7.8% |
| 3Y | +276.4% | +49.0% | +227.5% | +198.5% |
| 5Y | +281.6% | +88.1% | +193.5% | +157.1% |
| 10Y | +379.0% | +42.5% | +336.5% | +76.8% |
| All | +379.0% | +48.9% | +330.2% | +76.8% |
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