+1,066.3%
CCJ vs OVV
+55.8%
+1,010.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.6% |
| 7D | +0.7% | +0.3% | +0.5% | +0.6% |
| 30D | +6.9% | +11.7% | -4.9% | +3.6% |
| 3M | -11.6% | +9.8% | -21.4% | -14.4% |
| 6M | -16.2% | +26.6% | -42.8% | -22.6% |
| YTD | +10.1% | +67.0% | -56.9% | -5.7% |
| 1Y | +32.3% | +55.9% | -23.7% | +14.5% |
| 3Y | +171.3% | +45.5% | +125.8% | +134.0% |
| 5Y | +372.4% | +157.3% | +215.0% | +250.2% |
| All | +1,066.3% | +55.8% | +1,010.5% | +716.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling