+244.2%
SLB vs OVV
+162.8%
+81.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.0% |
| 7D | +0.8% | +0.3% | +0.6% | +0.7% |
| 30D | +15.8% | +11.7% | +4.1% | +9.5% |
| 3M | -0.3% | +9.8% | -10.1% | -5.2% |
| 6M | +21.3% | +26.6% | -5.2% | +6.5% |
| YTD | +52.3% | +67.0% | -14.7% | +15.9% |
| 1Y | +63.6% | +55.9% | +7.7% | +28.2% |
| 3Y | +3.8% | +45.5% | -41.7% | -17.6% |
| 5Y | +128.6% | +157.3% | -28.7% | +30.5% |
| 10Y | -3.1% | +65.0% | -68.1% | -57.3% |
| All | +244.2% | +162.8% | +81.4% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling