+839.5%
CI vs OVV
+162.8%
+676.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.0% |
| 7D | +1.3% | +0.3% | +1.0% | +1.3% |
| 30D | +4.4% | +11.7% | -7.3% | +2.3% |
| 3M | +0.7% | +9.8% | -9.1% | -1.3% |
| 6M | +0.3% | +26.6% | -26.2% | -4.5% |
| YTD | +3.8% | +67.0% | -63.2% | -6.2% |
| 1Y | -5.5% | +55.9% | -61.4% | -13.9% |
| 3Y | +8.1% | +45.5% | -37.4% | -3.1% |
| 5Y | +42.8% | +157.3% | -114.5% | +8.7% |
| 10Y | +143.9% | +65.0% | +78.9% | +54.3% |
| All | +839.5% | +162.8% | +676.7% | +340.0% |
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