+492.8%
CEG vs OVV
+73.2%
+419.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.7% |
| 7D | -9.4% | -14.9% | +5.5% | -5.3% |
| 30D | -20.2% | -0.9% | -19.3% | -20.2% |
| 3M | -9.5% | +5.6% | -15.0% | -11.5% |
| 6M | -25.0% | -2.5% | -22.5% | -25.4% |
| YTD | -31.9% | +57.8% | -89.7% | -42.5% |
| 1Y | -33.7% | +70.1% | -103.7% | -45.8% |
| 3Y | +108.7% | +35.1% | +73.5% | +79.2% |
| All | +492.8% | +73.2% | +419.6% | +382.9% |
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