+518.2%
CEG vs OVV
+72.1%
+446.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.5% |
| 7D | -4.7% | -16.7% | +11.9% | +0.2% |
| 30D | -16.6% | -1.5% | -15.1% | -16.4% |
| 3M | -4.1% | +1.6% | -5.7% | -5.2% |
| 6M | -22.3% | +2.0% | -24.4% | -23.8% |
| YTD | -28.9% | +56.8% | -85.7% | -39.9% |
| 1Y | -28.5% | +64.8% | -93.3% | -40.9% |
| 3Y | +104.3% | +38.3% | +66.0% | +74.5% |
| All | +518.2% | +72.1% | +446.2% | +404.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling