+40.1%
CCL vs OVV
+97.1%
-57.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.9% |
| 7D | -1.5% | +1.2% | -2.8% | -1.8% |
| 30D | +16.5% | -2.5% | +19.0% | +16.6% |
| 3M | +11.2% | +0.5% | +10.7% | +10.1% |
| 6M | +22.6% | +8.5% | +14.1% | +17.5% |
| YTD | +2.6% | +64.5% | -61.9% | -16.5% |
| 1Y | +17.0% | +64.7% | -47.7% | -5.2% |
| 3Y | +145.5% | +54.1% | +91.4% | +95.5% |
| All | +40.1% | +97.1% | -57.0% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling