+7.5%
XEL vs OVV
+57.8%
-50.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -1.2% | -2.9% | +1.7% | -1.2% |
| 30D | -2.9% | +0.9% | -3.8% | -2.9% |
| 3M | -2.7% | +11.0% | -13.8% | -3.0% |
| 6M | -6.5% | +22.3% | -28.8% | -7.5% |
| YTD | +3.6% | +65.1% | -61.4% | -0.2% |
| 1Y | +7.5% | +53.1% | -45.6% | +5.4% |
| All | +7.5% | +57.8% | -50.3% | +5.4% |
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