+18.3%
CCI vs OVV
+54.2%
-35.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.2% |
| 7D | +0.2% | -3.7% | +3.9% | +0.4% |
| 30D | +0.5% | +8.0% | -7.5% | 0.0% |
| 3M | -16.3% | +11.3% | -27.5% | -16.9% |
| 6M | -13.9% | +24.0% | -37.9% | -15.3% |
| YTD | -12.4% | +65.3% | -77.8% | -15.4% |
| 1Y | -15.2% | +60.2% | -75.3% | -18.0% |
| 3Y | -9.9% | +46.9% | -56.8% | -13.2% |
| 5Y | -50.8% | +158.7% | -209.6% | -54.9% |
| 10Y | +18.3% | +50.8% | -32.6% | -10.0% |
| All | +18.3% | +54.2% | -35.9% | -10.0% |
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 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