+154.0%
XEL vs OVV
+55.1%
+98.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +0.9% | -3.8% | +4.7% | +1.0% |
| 30D | -0.9% | +1.3% | -2.2% | -0.9% |
| 3M | -1.4% | +14.3% | -15.8% | -1.8% |
| 6M | -5.8% | +21.1% | -26.9% | -6.4% |
| YTD | +4.7% | +66.0% | -61.3% | +3.1% |
| 1Y | +9.1% | +59.3% | -50.2% | +7.4% |
| 3Y | +47.8% | +47.6% | +0.3% | +45.3% |
| 5Y | +29.0% | +162.0% | -133.0% | +24.4% |
| 10Y | +154.0% | +56.5% | +97.5% | +109.3% |
| All | +154.0% | +55.1% | +98.9% | +109.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling