+67.8%
CHYM vs OVV
+75.2%
-7.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.6% | +11.5% | +5.5% |
| 7D | +3.7% | -12.1% | +15.8% | +2.9% |
| 30D | +5.6% | +2.9% | +2.7% | +5.4% |
| 3M | +19.7% | +3.7% | +16.0% | +19.6% |
| 6M | +35.3% | +0.6% | +34.7% | +35.7% |
| YTD | +18.7% | +62.5% | -43.8% | +14.2% |
| 1Y | +67.8% | +72.0% | -4.2% | +56.4% |
| All | +67.8% | +75.2% | -7.4% | +56.4% |
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