+71.6%
STX vs OVV
+61.3%
+10.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.8% |
| 7D | -17.3% | -7.3% | -10.0% | -17.8% |
| 30D | -35.9% | -3.6% | -32.4% | -35.7% |
| 3M | -37.3% | -2.6% | -34.7% | -36.9% |
| 6M | -35.8% | +7.6% | -43.4% | -34.6% |
| YTD | +82.7% | +59.6% | +23.1% | +111.8% |
| 1Y | +71.6% | +62.2% | +9.4% | +100.4% |
| All | +71.6% | +61.3% | +10.3% | +100.4% |
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 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