-16.6%
SLB vs OVV
+48.9%
-65.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | -3.7% | -10.7% | +7.1% | +1.6% |
| 30D | +2.9% | -5.3% | +8.2% | +5.4% |
| 3M | +0.2% | +2.4% | -2.2% | -1.4% |
| 6M | -4.4% | +5.7% | -10.1% | -7.8% |
| YTD | +33.4% | +56.8% | -23.3% | +5.3% |
| 1Y | +40.8% | +59.3% | -18.5% | +10.1% |
| 3Y | +3.2% | +49.0% | -45.8% | -18.4% |
| 5Y | +64.8% | +88.1% | -23.3% | +12.3% |
| 10Y | -16.6% | +42.5% | -59.1% | -61.4% |
| All | -16.6% | +48.9% | -65.4% | -61.4% |
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