+56.1%
CDE vs OVV
+56.5%
-0.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -3.1% | -1.7% | -1.5% | -2.7% |
| 30D | +9.5% | +0.8% | +8.7% | +9.2% |
| 3M | +25.5% | +13.3% | +12.2% | +20.7% |
| 6M | -7.9% | +16.9% | -24.8% | -13.1% |
| YTD | +15.6% | +64.3% | -48.7% | -0.5% |
| 1Y | +34.0% | +54.2% | -20.1% | +16.8% |
| 3Y | +791.9% | +51.3% | +740.6% | +671.4% |
| 5Y | +197.7% | +154.3% | +43.5% | +127.8% |
| All | +56.1% | +56.5% | -0.4% | -5.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling