+375.0%
RCL vs OVV
+46.5%
+328.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +0.2% |
| 7D | +8.5% | -7.3% | +15.8% | +11.1% |
| 30D | +20.4% | -3.6% | +24.0% | +21.1% |
| 3M | +11.0% | -2.6% | +13.6% | +10.8% |
| 6M | +24.9% | +7.6% | +17.3% | +18.6% |
| YTD | +23.9% | +59.6% | -35.7% | -0.2% |
| 1Y | +30.8% | +62.2% | -31.4% | +4.4% |
| 3Y | +270.4% | +49.6% | +220.8% | +193.3% |
| 5Y | +296.1% | +98.9% | +197.2% | +161.5% |
| 10Y | +375.0% | +45.1% | +329.9% | +74.1% |
| All | +375.0% | +46.5% | +328.5% | +74.1% |
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