+163.9%
XLE vs OVV
+48.9%
+115.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -7.9% | -10.7% | +2.8% | -3.7% |
| 30D | -4.8% | -5.3% | +0.5% | -2.8% |
| 3M | +8.4% | +2.4% | +6.0% | +7.2% |
| 6M | +12.7% | +5.7% | +7.0% | +10.0% |
| YTD | +41.3% | +56.8% | -15.5% | +17.8% |
| 1Y | +42.3% | +59.3% | -17.0% | +17.8% |
| 3Y | +65.1% | +49.0% | +16.1% | +36.9% |
| 5Y | +150.2% | +88.1% | +62.1% | +82.7% |
| 10Y | +163.9% | +42.5% | +121.4% | +39.4% |
| All | +163.9% | +48.9% | +115.1% | +39.4% |
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 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