-1.6%
CLSK vs OVV
+162.0%
-163.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.7% |
| 7D | +17.2% | -3.8% | +21.0% | +19.0% |
| 30D | +14.6% | +1.3% | +13.3% | +13.8% |
| 3M | -16.8% | +14.3% | -31.2% | -22.8% |
| 6M | +38.2% | +21.1% | +17.1% | +22.4% |
| YTD | +31.2% | +66.0% | -34.8% | 0.0% |
| 1Y | +37.3% | +59.3% | -22.0% | +6.0% |
| 3Y | +201.8% | +47.6% | +154.3% | +132.4% |
| 5Y | -1.6% | +162.0% | -163.5% | -53.3% |
| All | -1.6% | +162.0% | -163.5% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling