+55.4%
CCL vs OVV
+45.7%
+9.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.3% |
| 7D | -5.0% | +0.3% | -5.3% | -5.1% |
| 30D | -20.3% | +11.7% | -32.1% | -21.5% |
| 3M | -15.1% | +9.8% | -24.9% | -16.4% |
| 6M | -15.1% | +26.6% | -41.7% | -20.4% |
| YTD | -21.8% | +67.0% | -88.8% | -32.8% |
| 1Y | -24.8% | +55.9% | -80.7% | -34.3% |
| All | +55.4% | +45.7% | +9.7% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling