+32.7%
SBUX vs OVV
+58.4%
-25.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.9% | +3.8% |
| 7D | +4.8% | -10.7% | +15.6% | +4.2% |
| 30D | +20.6% | -5.3% | +25.9% | +20.1% |
| 3M | +4.3% | +2.4% | +1.9% | +4.1% |
| 6M | +5.5% | +5.7% | -0.1% | +5.6% |
| YTD | +32.3% | +56.8% | -24.4% | +31.1% |
| All | +32.7% | +58.4% | -25.8% | +31.2% |
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 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