+46.0%
XOM vs OVV
+61.5%
-15.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -0.8% |
| 7D | +1.8% | +0.3% | +1.5% | +1.6% |
| 30D | +5.9% | +11.7% | -5.9% | -0.2% |
| 3M | +5.6% | +9.8% | -4.2% | +0.1% |
| 6M | +7.9% | +26.6% | -18.7% | -4.3% |
| YTD | +35.2% | +67.0% | -31.9% | +5.7% |
| 1Y | +46.0% | +55.9% | -9.9% | +17.7% |
| All | +46.0% | +61.5% | -15.5% | +17.7% |
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