+16.7%
CCL vs OVV
+61.3%
-44.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | +0.7% |
| 7D | +5.8% | -7.3% | +13.1% | +1.8% |
| 30D | +17.3% | -3.6% | +20.8% | +15.5% |
| 3M | +11.3% | -2.6% | +14.0% | +10.8% |
| 6M | +18.5% | +7.6% | +10.9% | +26.8% |
| YTD | +2.8% | +59.6% | -56.8% | +16.4% |
| 1Y | +16.7% | +62.2% | -45.5% | +30.2% |
| All | +16.7% | +61.3% | -44.6% | +30.2% |
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 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