+202.9%
CDE vs OVV
+162.0%
+41.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -2.0% | -3.8% | +1.8% | -0.5% |
| 30D | +15.7% | +1.3% | +14.4% | +15.1% |
| 3M | +30.5% | +14.3% | +16.2% | +22.1% |
| 6M | -7.4% | +21.1% | -28.5% | -17.3% |
| YTD | +17.9% | +66.0% | -48.1% | -8.8% |
| 1Y | +46.7% | +59.3% | -12.6% | +14.5% |
| 3Y | +851.3% | +47.6% | +803.7% | +641.2% |
| 5Y | +202.9% | +162.0% | +41.0% | +91.6% |
| All | +202.9% | +162.0% | +41.0% | +91.6% |
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