+175.6%
RCL vs OVV
+45.7%
+129.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.1% |
| 7D | -5.1% | +0.3% | -5.4% | -5.1% |
| 30D | -19.0% | +11.7% | -30.7% | -20.5% |
| 3M | -9.6% | +9.8% | -19.4% | -11.3% |
| 6M | -6.7% | +26.6% | -33.3% | -12.9% |
| YTD | -3.9% | +67.0% | -70.9% | -17.9% |
| 1Y | -25.1% | +55.9% | -81.0% | -35.0% |
| All | +175.6% | +45.7% | +129.9% | +132.2% |
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