+51.5%
CCL vs OVV
+146.7%
-95.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +2.6% | -16.7% | +19.3% | +7.9% |
| 30D | +13.1% | -1.5% | +14.6% | +13.0% |
| 3M | +3.3% | +1.6% | +1.7% | +1.6% |
| 6M | +8.7% | +2.0% | +6.7% | +5.6% |
| YTD | -1.6% | +56.8% | -58.4% | -17.9% |
| 1Y | +14.0% | +64.8% | -50.9% | -6.7% |
| 3Y | +145.1% | +38.3% | +106.9% | +106.0% |
| 5Y | +21.2% | +84.9% | -63.6% | -11.4% |
| 10Y | -29.8% | +54.5% | -84.3% | -63.3% |
| All | +51.5% | +146.7% | -95.3% | -41.5% |
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