-60.8%
CLSK vs OVV
+42.8%
-103.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.5% | +7.3% | +6.9% |
| 7D | +7.7% | -1.7% | +9.4% | +8.0% |
| 30D | +12.2% | +0.8% | +11.5% | +12.0% |
| 3M | -15.5% | +13.3% | -28.7% | -17.8% |
| 6M | +39.3% | +16.9% | +22.4% | +33.7% |
| YTD | +35.1% | +64.3% | -29.2% | +21.6% |
| 1Y | +34.0% | +54.2% | -20.2% | +21.9% |
| 3Y | +226.3% | +51.3% | +174.9% | +195.3% |
| 5Y | +6.4% | +154.3% | -147.9% | -8.7% |
| All | -60.8% | +42.8% | -103.6% | -67.2% |
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