+380.4%
RCL vs OVV
+50.1%
+330.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | +6.5% | -16.7% | +23.2% | +12.9% |
| 30D | +15.9% | -1.5% | +17.4% | +15.7% |
| 3M | +2.7% | +1.6% | +1.1% | +0.8% |
| 6M | +15.2% | +2.0% | +13.2% | +11.5% |
| YTD | +19.2% | +56.8% | -37.6% | -3.3% |
| 1Y | +31.6% | +64.8% | -33.2% | +4.3% |
| 3Y | +274.2% | +38.3% | +235.9% | +204.7% |
| 5Y | +250.1% | +84.9% | +165.2% | +137.4% |
| All | +380.4% | +50.1% | +330.3% | +78.7% |
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