+908.1%
CI vs OVV
+148.3%
+759.8%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.8% |
| 7D | +1.0% | -14.9% | +15.9% | +3.8% |
| 30D | +9.9% | -0.9% | +10.8% | +9.8% |
| 3M | +12.1% | +5.6% | +6.5% | +10.6% |
| 6M | +10.6% | -2.5% | +13.1% | +10.3% |
| YTD | +11.4% | +57.8% | -46.4% | +1.4% |
| 1Y | +18.8% | +70.1% | -51.3% | +6.4% |
| 3Y | +2.9% | +35.1% | -32.3% | -6.7% |
| 5Y | +54.5% | +86.1% | -31.6% | +25.2% |
| 10Y | +175.7% | +55.5% | +120.2% | +77.0% |
| All | +908.1% | +148.3% | +759.8% | +375.7% |
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