+20.4%
CCL vs OVV
+162.8%
-142.4%
-90.4%
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% | +0.6% |
| 7D | -5.0% | +0.3% | -5.3% | -5.2% |
| 30D | -20.3% | +11.7% | -32.1% | -23.2% |
| 3M | -15.1% | +9.8% | -24.9% | -18.5% |
| 6M | -15.1% | +26.6% | -41.7% | -23.1% |
| YTD | -21.8% | +67.0% | -88.8% | -35.4% |
| 1Y | -24.8% | +55.9% | -80.7% | -37.0% |
| 3Y | +51.9% | +45.5% | +6.4% | +26.2% |
| 5Y | +4.0% | +157.3% | -153.3% | -30.8% |
| 10Y | -42.2% | +65.0% | -107.2% | -70.4% |
| All | +20.4% | +162.8% | -142.4% | -54.0% |
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