+11.1%
CDE vs OVV
+166.6%
-155.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.5% |
| 7D | -9.6% | +8.0% | -17.7% | -12.5% |
| 30D | -6.7% | -2.0% | -4.6% | -6.8% |
| 3M | -24.2% | +5.4% | -29.7% | -26.7% |
| 6M | -29.1% | +14.3% | -43.4% | -34.6% |
| YTD | -21.5% | +69.4% | -90.9% | -39.5% |
| 1Y | -7.4% | +72.4% | -79.7% | -29.3% |
| 3Y | +596.3% | +58.4% | +537.9% | +434.6% |
| 5Y | +95.7% | +106.1% | -10.4% | +28.0% |
| 10Y | +53.0% | +59.6% | -6.7% | -35.8% |
| All | +11.1% | +166.6% | -155.5% | -71.8% |
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