+2,606.4%
CCI vs OVV
+146.7%
+2,459.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -1.9% | -2.5% |
| 7D | -0.1% | -16.7% | +16.6% | +2.4% |
| 30D | +28.4% | -1.5% | +29.9% | +28.6% |
| 3M | +20.0% | +1.6% | +18.4% | +19.4% |
| 6M | +0.8% | +2.0% | -1.3% | +0.1% |
| YTD | +3.6% | +56.8% | -53.2% | -3.6% |
| 1Y | +6.1% | +64.8% | -58.7% | -2.1% |
| 3Y | +7.2% | +38.3% | -31.1% | -0.9% |
| 5Y | -37.0% | +84.9% | -121.9% | -46.5% |
| 10Y | +54.2% | +54.5% | -0.4% | +6.3% |
| All | +2,606.4% | +146.7% | +2,459.7% | +1,520.3% |
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