+501.7%
SPCX vs OVV
+55.4%
+446.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +4.2% | -10.7% | +14.9% | -3.9% |
| 30D | -12.6% | -5.3% | -7.3% | -15.5% |
| 3M | +6.7% | +2.4% | +4.3% | +9.8% |
| 6M | +546.4% | +2.8% | +543.5% | +594.6% |
| YTD | +552.1% | +56.8% | +495.4% | +589.0% |
| 1Y | +453.2% | +59.3% | +393.9% | +484.3% |
| All | +501.7% | +55.4% | +446.3% | +542.5% |
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