+61.7%
CF vs OVV
+61.5%
+0.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.2% |
| 7D | +6.0% | +0.3% | +5.7% | +5.9% |
| 30D | +14.8% | +11.7% | +3.1% | +7.7% |
| 3M | +14.1% | +9.8% | +4.3% | +7.8% |
| 6M | +28.5% | +26.6% | +2.0% | +14.7% |
| YTD | +74.9% | +67.0% | +7.9% | +41.8% |
| 1Y | +61.7% | +55.9% | +5.8% | +33.4% |
| All | +61.7% | +61.5% | +0.2% | +33.4% |
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