+436.3%
CLF vs OVV
+162.8%
+273.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.8% |
| 7D | +7.6% | +0.3% | +7.3% | +7.4% |
| 30D | -1.2% | +11.7% | -12.9% | -7.6% |
| 3M | -13.4% | +9.8% | -23.2% | -19.0% |
| 6M | +15.4% | +26.6% | -11.1% | -2.8% |
| YTD | -5.9% | +67.0% | -72.9% | -32.5% |
| 1Y | +18.8% | +55.9% | -37.1% | -12.8% |
| 3Y | -19.4% | +45.5% | -64.9% | -40.3% |
| 5Y | -47.7% | +157.3% | -205.1% | -75.5% |
| 10Y | +130.4% | +65.0% | +65.4% | -30.4% |
| All | +436.3% | +162.8% | +273.5% | +80.1% |
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