-30.8%
CCL vs OVV
+50.1%
-80.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +3.1% | -16.7% | +19.8% | +9.2% |
| 30D | +13.7% | -1.5% | +15.2% | +13.5% |
| 3M | +3.8% | +1.6% | +2.2% | +1.9% |
| 6M | +9.3% | +2.0% | +7.2% | +5.6% |
| YTD | -1.1% | +56.8% | -57.9% | -20.1% |
| 1Y | +14.6% | +64.8% | -50.3% | -9.5% |
| 3Y | +146.4% | +38.3% | +108.1% | +100.0% |
| 5Y | +21.9% | +84.9% | -63.0% | -17.1% |
| All | -30.8% | +50.1% | -80.9% | -74.2% |
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