+130.8%
SLB vs OVV
+160.2%
-29.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.1% |
| 7D | +0.8% | +0.3% | +0.6% | +0.7% |
| 30D | +15.8% | +11.7% | +4.1% | +8.8% |
| 3M | -0.3% | +9.8% | -10.1% | -5.8% |
| 6M | +21.3% | +26.6% | -5.2% | +4.5% |
| YTD | +52.3% | +67.0% | -14.7% | +11.3% |
| 1Y | +63.6% | +55.9% | +7.7% | +23.6% |
| 3Y | +3.8% | +45.5% | -41.7% | -21.2% |
| All | +130.8% | +160.2% | -29.4% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling