-5.6%
CAG vs OVV
+75.2%
-80.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -5.6% | +11.6% | +6.2% |
| 7D | +9.7% | -12.1% | +21.8% | +10.3% |
| 30D | +15.8% | +2.9% | +12.9% | +15.2% |
| 3M | +1.8% | +3.7% | -1.9% | +1.3% |
| 6M | +11.5% | +0.6% | +10.9% | +11.6% |
| YTD | -6.7% | +62.5% | -69.2% | -17.8% |
| 1Y | -5.6% | +72.0% | -77.6% | -18.2% |
| All | -5.6% | +75.2% | -80.8% | -18.2% |
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 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