+188.0%
XEL vs OVV
+58.9%
+129.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.6% | +0.1% |
| 7D | +2.4% | +8.0% | -5.6% | +2.2% |
| 30D | +8.3% | -2.0% | +10.3% | +8.3% |
| 3M | +4.2% | +5.4% | -1.3% | +4.0% |
| 6M | +3.7% | +14.3% | -10.5% | +3.2% |
| YTD | +13.1% | +69.4% | -56.4% | +11.2% |
| 1Y | +5.0% | +72.4% | -67.4% | +3.2% |
| 3Y | +55.0% | +58.4% | -3.4% | +52.0% |
| 5Y | +51.8% | +106.1% | -54.3% | +47.1% |
| All | +188.0% | +58.9% | +129.2% | +145.3% |
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