+37.9%
SHEL vs OVV
+59.6%
-21.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +3.0% | -3.8% | +6.8% | +4.6% |
| 30D | +7.2% | +1.3% | +5.9% | +6.6% |
| 3M | +12.9% | +14.3% | -1.5% | +6.6% |
| 6M | +13.7% | +21.1% | -7.4% | +4.7% |
| YTD | +33.7% | +66.0% | -32.3% | +10.2% |
| 1Y | +37.9% | +59.3% | -21.4% | +14.9% |
| All | +37.9% | +59.6% | -21.8% | +14.9% |
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