+31.5%
RCL vs OVV
+60.8%
-29.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -1.0% | +1.6% |
| 7D | +8.5% | -7.3% | +15.8% | +5.4% |
| 30D | +20.4% | -3.6% | +24.0% | +18.9% |
| 3M | +11.0% | -2.6% | +13.6% | +10.3% |
| 6M | +24.9% | +7.6% | +17.3% | +30.6% |
| YTD | +23.9% | +59.6% | -35.7% | +32.6% |
| All | +31.5% | +60.8% | -29.3% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling