+197.1%
SLB vs OVV
+148.3%
+48.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.9% | -0.9% | -2.3% |
| 7D | -7.7% | -14.9% | +7.1% | -0.2% |
| 30D | -0.7% | -0.9% | +0.2% | -0.5% |
| 3M | 0.0% | +5.6% | -5.6% | -3.2% |
| 6M | -10.4% | -2.5% | -7.9% | -10.2% |
| YTD | +31.5% | +57.8% | -26.4% | +2.4% |
| 1Y | +39.1% | +70.1% | -30.9% | +4.2% |
| 3Y | -5.7% | +35.1% | -40.9% | -22.6% |
| 5Y | +65.4% | +86.1% | -20.6% | +10.3% |
| 10Y | -15.6% | +55.5% | -71.1% | -61.4% |
| All | +197.1% | +148.3% | +48.8% | -29.6% |
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 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