+241.9%
RCL vs OVV
+58.8%
+183.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -1.2% | +8.0% | -9.2% | -2.1% |
| 30D | +17.8% | -2.0% | +19.9% | +17.8% |
| 3M | +4.9% | +5.4% | -0.5% | +3.5% |
| 6M | +23.7% | +14.3% | +9.5% | +19.6% |
| YTD | +17.8% | +69.4% | -51.6% | -0.9% |
| 1Y | +28.9% | +72.4% | -43.4% | +7.3% |
| 3Y | +241.9% | +58.4% | +183.5% | +185.6% |
| All | +241.9% | +58.8% | +183.1% | +185.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling