+732.7%
CLS vs OVV
+34.1%
+698.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -22.2% | -16.7% | -5.5% | -17.4% |
| 30D | -44.4% | -1.5% | -42.9% | -44.2% |
| 3M | -34.3% | +1.6% | -35.9% | -35.4% |
| 6M | -50.1% | +2.0% | -52.1% | -51.5% |
| YTD | -30.1% | +56.8% | -86.9% | -45.5% |
| 1Y | -39.3% | +64.8% | -104.2% | -54.2% |
| 3Y | +732.7% | +38.3% | +694.4% | +551.9% |
| All | +732.7% | +34.1% | +698.6% | +551.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling