-13.1%
SLB vs OVV
+58.9%
-71.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.1% |
| 7D | +3.5% | +8.0% | -4.5% | -0.3% |
| 30D | +6.5% | -2.0% | +8.6% | +7.4% |
| 3M | -0.2% | +5.4% | -5.7% | -3.3% |
| 6M | -5.7% | +14.3% | -20.0% | -12.4% |
| YTD | +36.8% | +69.4% | -32.6% | +4.0% |
| 1Y | +45.8% | +72.4% | -26.6% | +9.7% |
| 3Y | +3.4% | +58.4% | -55.0% | -20.7% |
| 5Y | +76.1% | +106.1% | -30.0% | +14.9% |
| All | -13.1% | +58.9% | -71.9% | -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