-31.9%
CEG vs OVV
+75.2%
-107.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.6% | -1.1% | -7.3% |
| 7D | -4.8% | -12.1% | +7.3% | -6.2% |
| 30D | -8.2% | +2.9% | -11.1% | -7.5% |
| 3M | -7.9% | +3.7% | -11.6% | -7.0% |
| 6M | -23.2% | +0.6% | -23.8% | -22.8% |
| YTD | -30.1% | +62.5% | -92.6% | -21.8% |
| 1Y | -31.9% | +72.0% | -103.9% | -23.3% |
| All | -31.9% | +75.2% | -107.1% | -23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling