+58.1%
XLE vs OVV
+35.0%
+23.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.1% | -1.5% |
| 7D | -10.3% | -14.9% | +4.6% | -2.8% |
| 30D | -3.3% | -0.9% | -2.4% | -2.8% |
| 3M | +8.2% | +5.6% | +2.6% | +5.1% |
| 6M | +5.0% | -2.5% | +7.5% | +5.8% |
| YTD | +40.6% | +57.8% | -17.2% | +11.5% |
| 1Y | +45.0% | +70.1% | -25.1% | +10.6% |
| All | +58.1% | +35.0% | +23.1% | +28.2% |
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 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