+1,174.4%
CB vs OVV
+162.8%
+1,011.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.6% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | -3.1% | +11.7% | -14.8% | -4.8% |
| 3M | +9.0% | +9.8% | -0.8% | +7.1% |
| 6M | +2.9% | +26.6% | -23.7% | -1.5% |
| YTD | +10.1% | +67.0% | -56.9% | +0.7% |
| 1Y | +22.8% | +55.9% | -33.1% | +13.2% |
| 3Y | +73.8% | +45.5% | +28.3% | +58.3% |
| 5Y | +99.2% | +157.3% | -58.2% | +58.4% |
| 10Y | +218.2% | +65.0% | +153.2% | +117.2% |
| All | +1,174.4% | +162.8% | +1,011.6% | +527.8% |
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