+99.7%
CLF vs OVV
+50.1%
+49.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -19.6% | -16.7% | -2.9% | -13.6% |
| 30D | -5.0% | -1.5% | -3.5% | -4.3% |
| 3M | -6.3% | +1.6% | -7.9% | -7.2% |
| 6M | +2.8% | +2.0% | +0.7% | +0.6% |
| YTD | -13.7% | +56.8% | -70.5% | -29.7% |
| 1Y | +13.6% | +64.8% | -51.3% | -9.7% |
| 3Y | -34.0% | +38.3% | -72.3% | -44.4% |
| 5Y | -48.7% | +84.9% | -133.6% | -63.4% |
| All | +99.7% | +50.1% | +49.6% | +18.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling