+334.3%
CHTR vs OVV
-43.6%
+377.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.6% |
| 7D | -1.1% | +0.3% | -1.3% | -1.1% |
| 30D | -0.8% | +11.7% | -12.5% | -1.9% |
| 3M | +17.8% | +9.8% | +8.0% | +16.4% |
| 6M | -34.5% | +26.6% | -61.0% | -36.4% |
| YTD | -27.2% | +67.0% | -94.2% | -31.4% |
| 1Y | -41.4% | +55.9% | -97.4% | -44.5% |
| 3Y | -64.0% | +45.5% | -109.5% | -66.1% |
| 5Y | -81.3% | +157.3% | -238.6% | -83.7% |
| 10Y | -44.1% | +65.0% | -109.1% | -55.9% |
| All | +334.3% | -43.6% | +377.9% | +283.5% |
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 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