+562.3%
CEG vs OVV
+75.1%
+487.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.5% |
| 7D | +1.7% | -7.3% | +8.9% | +3.9% |
| 30D | -10.2% | -3.6% | -6.6% | -9.4% |
| 3M | -0.8% | -2.6% | +1.8% | -0.6% |
| 6M | -11.5% | +7.6% | -19.1% | -14.6% |
| YTD | -23.9% | +59.6% | -83.5% | -36.0% |
| 1Y | -25.4% | +62.2% | -87.6% | -38.0% |
| 3Y | +124.2% | +49.6% | +74.6% | +87.6% |
| All | +562.3% | +75.1% | +487.1% | +437.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling