+801.5%
CAH vs OVV
+151.1%
+650.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.7% |
| 7D | +9.4% | -7.3% | +16.7% | +10.5% |
| 30D | +16.5% | -3.6% | +20.1% | +16.9% |
| 3M | +17.0% | -2.6% | +19.6% | +17.1% |
| 6M | +51.4% | +7.6% | +43.8% | +49.1% |
| YTD | +36.0% | +59.6% | -23.6% | +26.3% |
| 1Y | +36.0% | +62.2% | -26.2% | +25.9% |
| 3Y | +177.5% | +49.6% | +127.9% | +154.5% |
| 5Y | +509.2% | +98.9% | +410.2% | +416.2% |
| 10Y | +408.1% | +45.1% | +363.0% | +271.9% |
| All | +801.5% | +151.1% | +650.4% | +371.6% |
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