-0.6%
CCI vs OVV
+65.7%
-66.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.4% | -0.6% |
| 7D | -3.4% | +1.2% | -4.6% | -3.5% |
| 30D | +9.9% | -2.5% | +12.5% | +10.3% |
| 3M | +22.7% | +0.5% | +22.2% | +22.8% |
| 6M | +0.8% | +8.5% | -7.7% | -0.1% |
| YTD | +4.1% | +64.5% | -60.3% | -3.6% |
| 1Y | -0.6% | +64.7% | -65.3% | -8.4% |
| All | -0.6% | +65.7% | -66.3% | -8.4% |
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