-7.5%
TSCO vs OVV
+162.0%
-169.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -3.7% |
| 7D | -2.5% | -3.8% | +1.3% | -2.0% |
| 30D | -1.1% | +1.3% | -2.4% | -1.3% |
| 3M | +14.3% | +14.3% | -0.1% | +12.2% |
| 6M | -31.9% | +21.1% | -53.0% | -33.9% |
| YTD | -30.7% | +66.0% | -96.7% | -35.6% |
| 1Y | -41.1% | +59.3% | -100.4% | -45.1% |
| 3Y | -17.1% | +47.6% | -64.7% | -23.5% |
| 5Y | -7.5% | +162.0% | -169.5% | -17.9% |
| All | -7.5% | +162.0% | -169.5% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling