+251.7%
CB vs OVV
+58.9%
+192.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | +2.9% | +8.0% | -5.1% | +2.0% |
| 30D | +7.3% | -2.0% | +9.3% | +7.4% |
| 3M | +9.4% | +5.4% | +4.0% | +8.5% |
| 6M | +19.6% | +14.3% | +5.4% | +17.2% |
| YTD | +21.5% | +69.4% | -47.9% | +12.9% |
| 1Y | +28.0% | +72.4% | -44.4% | +18.6% |
| 3Y | +74.9% | +58.4% | +16.5% | +60.8% |
| 5Y | +108.1% | +106.1% | +2.0% | +79.4% |
| All | +251.7% | +58.9% | +192.8% | +144.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling