+31.6%
RCL vs OVV
+67.1%
-35.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.1% |
| 7D | +6.5% | -16.7% | +23.2% | -0.6% |
| 30D | +15.9% | -1.5% | +17.4% | +15.3% |
| 3M | +2.7% | +1.6% | +1.1% | +3.9% |
| 6M | +15.2% | +2.0% | +13.2% | +18.3% |
| YTD | +19.2% | +56.8% | -37.6% | +26.6% |
| 1Y | +31.6% | +64.8% | -33.2% | +37.7% |
| All | +31.6% | +67.1% | -35.5% | +37.7% |
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 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