+7.2%
CCI vs OVV
+34.1%
-26.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -2.6% |
| 7D | -0.1% | -16.7% | +16.6% | +0.6% |
| 30D | +28.4% | -1.5% | +29.9% | +28.6% |
| 3M | +20.0% | +1.6% | +18.4% | +20.0% |
| 6M | +0.8% | +2.0% | -1.3% | +0.7% |
| YTD | +3.6% | +56.8% | -53.2% | +2.2% |
| 1Y | +6.1% | +64.8% | -58.7% | +4.6% |
| 3Y | +7.2% | +38.3% | -31.1% | +5.5% |
| All | +7.2% | +34.1% | -26.9% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling