+123.8%
STX vs OVV
+75.2%
+48.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.6% | -2.5% | -8.7% |
| 7D | -20.2% | -12.1% | -8.1% | -21.5% |
| 30D | -37.2% | +2.9% | -40.1% | -36.4% |
| 3M | -34.1% | +3.7% | -37.7% | -33.2% |
| 6M | -24.5% | +0.6% | -25.1% | -24.4% |
| YTD | +102.9% | +62.5% | +40.5% | +140.8% |
| 1Y | +123.8% | +72.0% | +51.8% | +171.2% |
| All | +123.8% | +75.2% | +48.6% | +171.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling