+19.1%
CLX vs OVV
+50.1%
-30.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.2% |
| 7D | +13.6% | -16.7% | +30.3% | +13.2% |
| 30D | +23.4% | -1.5% | +24.9% | +23.3% |
| 3M | -2.8% | +1.6% | -4.4% | -2.8% |
| 6M | +14.0% | +2.0% | +11.9% | +14.1% |
| YTD | +4.2% | +56.8% | -52.6% | +5.0% |
| 1Y | -1.2% | +64.8% | -66.0% | -0.3% |
| 3Y | -12.7% | +38.3% | -51.0% | -12.0% |
| 5Y | -26.5% | +84.9% | -111.4% | -24.9% |
| All | +19.1% | +50.1% | -30.9% | +22.6% |
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