+187.4%
CEG vs OVV
+45.7%
+141.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.6% | +5.4% |
| 7D | +8.0% | +0.3% | +7.8% | +7.9% |
| 30D | +12.9% | +11.7% | +1.2% | +8.7% |
| 3M | +13.2% | +9.8% | +3.4% | +9.1% |
| 6M | -7.0% | +26.6% | -33.5% | -16.0% |
| YTD | -15.0% | +67.0% | -82.0% | -32.0% |
| 1Y | -2.7% | +55.9% | -58.7% | -20.7% |
| All | +187.4% | +45.7% | +141.7% | +129.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling