+19.4%
CDE vs OVV
+158.7%
-139.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -2.9% |
| 7D | +3.1% | +1.2% | +1.9% | +2.4% |
| 30D | -10.3% | -2.5% | -7.8% | -10.2% |
| 3M | -19.1% | +0.5% | -19.6% | -20.2% |
| 6M | -24.0% | +8.5% | -32.5% | -28.4% |
| YTD | -15.6% | +64.5% | -80.1% | -34.1% |
| 1Y | -1.1% | +64.7% | -65.7% | -23.1% |
| 3Y | +613.1% | +54.1% | +559.0% | +453.7% |
| 5Y | +109.3% | +95.4% | +13.8% | +39.8% |
| 10Y | +64.4% | +54.9% | +9.5% | -30.1% |
| All | +19.4% | +158.7% | -139.3% | -69.3% |
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