+27.8%
CB vs OVV
+65.7%
-37.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.0% | -2.7% | +0.4% |
| 7D | -1.0% | +1.2% | -2.3% | -1.0% |
| 30D | +7.3% | -2.5% | +9.9% | +7.1% |
| 3M | +7.0% | +0.5% | +6.5% | +6.7% |
| 6M | +16.3% | +8.5% | +7.9% | +16.1% |
| YTD | +19.7% | +64.5% | -44.7% | +19.8% |
| 1Y | +27.8% | +64.7% | -36.9% | +27.0% |
| All | +27.8% | +65.7% | -37.9% | +27.0% |
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