+810.1%
CDE vs OVV
+52.7%
+757.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -2.0% | -3.8% | +1.8% | -0.8% |
| 30D | +15.7% | +1.3% | +14.4% | +15.2% |
| 3M | +30.5% | +14.3% | +16.2% | +23.6% |
| 6M | -7.4% | +21.1% | -28.5% | -16.4% |
| YTD | +17.9% | +66.0% | -48.1% | -8.1% |
| 1Y | +46.7% | +59.3% | -12.6% | +15.3% |
| All | +810.1% | +52.7% | +757.5% | +618.4% |
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