+100.6%
CB vs OVV
+85.0%
+15.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.5% | -10.7% | +9.2% | -0.3% |
| 30D | +6.5% | -5.3% | +11.8% | +7.0% |
| 3M | +4.1% | +2.4% | +1.7% | +3.5% |
| 6M | +14.4% | +5.7% | +8.8% | +13.2% |
| YTD | +17.5% | +56.8% | -39.3% | +10.5% |
| 1Y | +27.5% | +59.3% | -31.7% | +19.5% |
| 3Y | +71.6% | +49.0% | +22.6% | +59.1% |
| 5Y | +100.6% | +88.1% | +12.5% | +71.7% |
| All | +100.6% | +85.0% | +15.6% | +71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling