-12.0%
CHYM vs OVV
+65.1%
-77.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.9% | -5.5% |
| 7D | -2.9% | -2.9% | 0.0% | -3.4% |
| 30D | +3.0% | +0.9% | +2.1% | +3.1% |
| 3M | +98.7% | +11.0% | +87.7% | +102.7% |
| 6M | +46.4% | +22.3% | +24.2% | +50.3% |
| YTD | +29.8% | +65.1% | -35.3% | +37.5% |
| 1Y | +40.5% | +53.1% | -12.7% | +42.1% |
| All | -12.0% | +65.1% | -77.1% | -5.2% |
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