+32.3%
CCJ vs OVV
+57.1%
-24.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.1% |
| 7D | +5.9% | -3.7% | +9.7% | +5.4% |
| 30D | +4.7% | +8.0% | -3.3% | +5.7% |
| 3M | -3.3% | +11.3% | -14.6% | -1.9% |
| 6M | -7.0% | +24.0% | -31.0% | -6.5% |
| YTD | +11.5% | +65.3% | -53.9% | +12.8% |
| 1Y | +32.3% | +60.2% | -27.9% | +31.6% |
| All | +32.3% | +57.1% | -24.9% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling