+61.0%
XLC vs OVV
+34.1%
+26.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.5% |
| 7D | +4.9% | -16.7% | +21.6% | +6.5% |
| 30D | -5.8% | -1.5% | -4.3% | -5.9% |
| 3M | -5.4% | +1.6% | -7.0% | -6.0% |
| 6M | -10.2% | +2.0% | -12.2% | -10.9% |
| YTD | -10.2% | +56.8% | -67.0% | -17.0% |
| 1Y | -5.6% | +64.8% | -70.5% | -13.7% |
| 3Y | +61.0% | +38.3% | +22.7% | +46.1% |
| All | +61.0% | +34.1% | +26.9% | +46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling