+148.7%
SBUX vs OVV
+48.9%
+99.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.9% | +3.8% |
| 7D | +4.8% | -10.7% | +15.6% | +6.4% |
| 30D | +20.6% | -5.3% | +25.9% | +21.3% |
| 3M | +4.3% | +2.4% | +1.9% | +3.6% |
| 6M | +5.5% | +5.7% | -0.1% | +4.1% |
| YTD | +32.3% | +56.8% | -24.4% | +23.0% |
| 1Y | +31.2% | +59.3% | -28.1% | +21.5% |
| 3Y | +14.8% | +49.0% | -34.2% | +5.8% |
| 5Y | +8.0% | +88.1% | -80.2% | -6.4% |
| 10Y | +148.7% | +42.5% | +106.2% | +64.1% |
| All | +148.7% | +48.9% | +99.9% | +64.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling