+746.2%
XLE vs OVV
+148.3%
+597.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.1% | -1.7% |
| 7D | -10.3% | -14.9% | +4.6% | -3.7% |
| 30D | -3.3% | -0.9% | -2.4% | -2.9% |
| 3M | +8.2% | +5.6% | +2.6% | +5.4% |
| 6M | +5.0% | -2.5% | +7.5% | +5.8% |
| YTD | +40.6% | +57.8% | -17.2% | +14.1% |
| 1Y | +45.0% | +70.1% | -25.1% | +13.7% |
| 3Y | +56.3% | +35.1% | +21.2% | +31.5% |
| 5Y | +152.2% | +86.1% | +66.2% | +74.1% |
| 10Y | +173.0% | +55.5% | +117.5% | +28.8% |
| All | +746.2% | +148.3% | +597.9% | +120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling