-40.4%
TSCO vs OVV
+58.7%
-99.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.6% |
| 7D | -2.5% | -3.8% | +1.3% | -2.6% |
| 30D | -1.1% | +1.3% | -2.4% | -1.1% |
| 3M | +14.3% | +14.3% | -0.1% | +14.5% |
| 6M | -31.9% | +21.1% | -53.0% | -32.7% |
| YTD | -30.7% | +66.0% | -96.7% | -35.2% |
| All | -40.4% | +58.7% | -99.2% | -45.6% |
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 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