+2,690.1%
CCJ vs OVV
+162.8%
+2,527.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.8% |
| 7D | +0.7% | +0.3% | +0.5% | +0.6% |
| 30D | +6.9% | +11.7% | -4.9% | +2.1% |
| 3M | -11.6% | +9.8% | -21.4% | -15.6% |
| 6M | -16.2% | +26.6% | -42.8% | -25.3% |
| YTD | +10.1% | +67.0% | -56.9% | -12.0% |
| 1Y | +32.3% | +55.9% | -23.7% | +7.3% |
| 3Y | +171.3% | +45.5% | +125.8% | +117.7% |
| 5Y | +372.4% | +157.3% | +215.0% | +190.2% |
| 10Y | +1,070.0% | +65.0% | +1,005.0% | +433.0% |
| All | +2,690.1% | +162.8% | +2,527.3% | +939.0% |
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