+1,080.5%
CCJ vs OVV
+54.2%
+1,026.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.5% |
| 7D | +5.9% | -3.7% | +9.7% | +6.9% |
| 30D | +4.7% | +8.0% | -3.3% | +2.4% |
| 3M | -3.3% | +11.3% | -14.6% | -6.7% |
| 6M | -7.0% | +24.0% | -31.0% | -13.6% |
| YTD | +11.5% | +65.3% | -53.9% | -4.3% |
| 1Y | +32.3% | +60.2% | -27.9% | +13.6% |
| 3Y | +176.8% | +46.9% | +129.9% | +138.2% |
| 5Y | +351.8% | +158.7% | +193.1% | +234.7% |
| 10Y | +1,080.5% | +50.8% | +1,029.7% | +728.9% |
| All | +1,080.5% | +54.2% | +1,026.3% | +728.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling