+2,035.9%
RCL vs OVV
+148.3%
+1,887.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.3% | -2.2% |
| 7D | +3.9% | -14.9% | +18.8% | +9.4% |
| 30D | +11.8% | -0.9% | +12.7% | +11.4% |
| 3M | -0.8% | +5.6% | -6.4% | -4.0% |
| 6M | +23.6% | -2.5% | +26.1% | +21.3% |
| YTD | +17.6% | +57.8% | -40.2% | -4.4% |
| 1Y | +28.3% | +70.1% | -41.8% | +1.0% |
| 3Y | +261.4% | +35.1% | +226.3% | +198.3% |
| 5Y | +245.3% | +86.1% | +159.3% | +136.8% |
| 10Y | +381.8% | +55.5% | +326.3% | +128.4% |
| All | +2,035.9% | +148.3% | +1,887.6% | +794.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling