-10.4%
SLB vs OVV
-1.7%
-8.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.9% | -2.4% |
| 7D | -7.7% | -14.9% | +7.1% | -0.8% |
| 30D | -0.7% | -0.9% | +0.2% | -0.4% |
| 3M | 0.0% | +5.6% | -5.6% | -3.4% |
| 6M | -10.4% | -2.5% | -7.9% | -11.4% |
| All | -10.4% | -1.7% | -8.7% | -11.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling