+183.8%
XEL vs OVV
+51.8%
+132.0%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.0% | -1.8% | +1.1% |
| 7D | +0.7% | +1.2% | -0.5% | +0.7% |
| 30D | +9.3% | -2.5% | +11.9% | +9.4% |
| 3M | +5.3% | +0.5% | +4.8% | +5.2% |
| 6M | +2.2% | +8.5% | -6.3% | +1.9% |
| YTD | +12.3% | +64.5% | -52.1% | +10.6% |
| 1Y | +3.0% | +64.7% | -61.6% | +1.4% |
| 3Y | +51.6% | +54.1% | -2.6% | +48.8% |
| 5Y | +50.0% | +95.4% | -45.4% | +45.5% |
| 10Y | +183.8% | +54.9% | +128.9% | +143.2% |
| All | +183.8% | +51.8% | +132.0% | +143.2% |
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 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