+2,183.2%
CCI vs OVV
+162.8%
+2,020.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.6% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +2.7% | +11.7% | -9.0% | +1.0% |
| 3M | -18.2% | +9.8% | -28.0% | -19.4% |
| 6M | -14.8% | +26.6% | -41.3% | -18.0% |
| YTD | -12.6% | +67.0% | -79.6% | -19.3% |
| 1Y | -16.7% | +55.9% | -72.7% | -22.6% |
| 3Y | -10.5% | +45.5% | -56.0% | -17.9% |
| 5Y | -51.4% | +157.3% | -208.8% | -60.9% |
| 10Y | +20.0% | +65.0% | -45.0% | -18.4% |
| All | +2,183.2% | +162.8% | +2,020.4% | +1,257.0% |
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 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