+1,628.1%
CLS vs OVV
+50.1%
+1,578.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -22.2% | -16.7% | -5.5% | -18.6% |
| 30D | -44.4% | -1.5% | -42.9% | -44.2% |
| 3M | -34.3% | +1.6% | -35.9% | -34.9% |
| 6M | -50.1% | +2.0% | -52.1% | -50.9% |
| YTD | -30.1% | +56.8% | -86.9% | -38.7% |
| 1Y | -39.3% | +64.8% | -104.2% | -47.6% |
| 3Y | +732.7% | +38.3% | +694.4% | +643.5% |
| 5Y | +1,777.2% | +84.9% | +1,692.3% | +1,413.3% |
| All | +1,628.1% | +50.1% | +1,578.0% | +878.3% |
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