+254.2%
XOM vs OVV
+153.1%
+101.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.2% |
| 7D | -2.4% | -3.7% | +1.4% | -0.7% |
| 30D | +5.7% | +8.0% | -2.3% | +2.2% |
| 3M | +6.6% | +11.3% | -4.7% | +1.5% |
| 6M | +7.7% | +24.0% | -16.3% | -2.1% |
| YTD | +36.2% | +65.3% | -29.1% | +9.4% |
| 1Y | +50.5% | +60.2% | -9.7% | +21.9% |
| 3Y | +53.4% | +46.9% | +6.4% | +24.2% |
| 5Y | +254.2% | +158.7% | +95.5% | +110.2% |
| All | +254.2% | +153.1% | +101.1% | +110.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling