+5,007.1%
CAT vs OVV
+162.8%
+4,844.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.5% | +2.2% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | -6.6% | +11.7% | -18.3% | -9.6% |
| 3M | -13.3% | +9.8% | -23.1% | -16.2% |
| 6M | +11.6% | +26.6% | -14.9% | +2.7% |
| YTD | +42.9% | +67.0% | -24.1% | +21.1% |
| 1Y | +95.4% | +55.9% | +39.5% | +67.6% |
| 3Y | +196.6% | +45.5% | +151.1% | +153.2% |
| 5Y | +321.7% | +157.3% | +164.3% | +188.1% |
| 10Y | +1,140.8% | +65.0% | +1,075.8% | +579.6% |
| All | +5,007.1% | +162.8% | +4,844.3% | +1,869.6% |
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